Julio Rene Hernandez
Professional Summary
Julio Rene Hernandez is a registered financial advisor currently at BANORTE SECURITIES INTERNATIONAL, LTD. located in Houston, Texas. Julio is registered as a RR (Registered Representative) and started their career in finance in 2025. Julio has worked at 1 firm and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Current Firm
AFIN SECURITIES INTERNATIONAL, LTD. | BANORTE-IXE SECURITIES INTERNATIONAL, LTD. | BANORTE WEALTH MANAGEMENT | BANORTE SECURITIES INTERNATIONAL, LTD. | BANORTE SECURITIES INTERNATIONAL, LTD | BANORTE SECURITIES INTERNATIONAL LTD | BANORTE SECURITIES
Contact Information
Main Address
5075 Westheimer Suite 975w, Houston, TX 77056Mailing Address
5075 Westheimer Suite 975w, Houston, TX 77056Phone Number
(713) 980-4600Established
Texas since 02/21/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BANORTE SECURITIES HOLDINGS INTERNATIONAL, INC. | SOLE SHAREHOLDER | — |
| FIGUEROA, JORGE ANTONIO | CHIEF OPERATING OFFICER | 7757962 |
| HERNANDEZ, JULIO RENE | CHIEF FINANCIAL OFFICER/FINOP | 7750518 |
| HERNANDEZ, MARIA GENOVEVA | DIRECTOR OF GROWTH STRATEGY | 5697097 |
| ORRANTIA, MAYELA | DIRECTOR OF COMPLIANCE | 5391681 |
| RODRIGUEZ, JOSE RAMON | CHIEF EXECUTIVE OFFICER | 4392639 |
| SANCHEZ HERNANDEZ, JOAQUIN | CHIEF INVESTMENT OFFICER | 2708344 |
| VALDIVIESO, JUAN FERNANDO | CHIEF COMPLIANCE OFFICER | 2820438 |
Disclosures
Regulatory Event
4Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - BD
Click below to view Julio Rene Hernandez's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
MARSHALL WEALTH MANAGEMENT, LLC


