What I Do
STOCK BROKERAGE
Buying of stocks from various trusted vendors carefully and strategically while selling them at a profitable margins.
HOME BOOKINGS
If you want a premium assistant at your door steps, try reaching out to us and fill the necessary payment details for this service.
FREE LEARNING VIDEOS
After a few consultation with my client, I provide them with free learning videos about stocks, trading and other digital assets up to date news to help them have knowledge on what is going on.
DATA ANALYTICS
I give proper insight on how to analyse and study financial data and make reasonable financial decision that will help grow your finance.
DIGITAL ASSETS TRADING
Trading digital assets is risky if you do not have the right coach you might likely acquire loss that gain. I will provide you with the most reliable digital currencies you can trade with at cheaper and affordable rates.
FINANCIAL CONSULTATION
I offer proper breakdown of evaluation of financial management schemes with deep insight on investment for effective handling of financial assets with consistent gain and minimum loss.
My Resume
Education Quality
Securities Industry Essentials Examination (SIE)
SIE (10/01/2018)I am proud to say I passed my Securities Industry Essentials Examination Principal/Supervisory Exams
General Securities Principal Examination (S24)
Series 24 (04/19/2004)I am proud to say I passed my series 24 General Securities Principal Examination Principal/Supervisory Exams
Uniform Investment Adviser Law Examination (S65)
Series 65 (09/29/2000)I completed my State Securities Law Exams.
Master of Economics & Accounting
University of Cambridge (1990 - 1992)I am proud to say I obtained my Master's Degree from the University of Cambridge with Merit Hours Award.
Uniform Securities Agent State Law Examination (S63)
Series 63 (09/23/1987)Completed my State Securities Law Exams Uniform Securities Agent State Law Examination Series 63
General Securities Representative Examination (S7)
Series 7 (09/19/1987)Completed my General Securities Representative Examination Series 7
Job Experience
Registered Representative
Arkadios Capital - Atlanta, GA, United States(04/2021 - Present)Oversee the management of funds and generation company revenue using ditigal assets.
MEMBER/CCO
WEALTH MANAGEMENT ADVISORS, LLC -GREENVILLE, SC, United States (05/2014 - Present)Responsible for assisting in the management of company funds.
REGISTERED REPRESNTATIVE/OWNER
WAGNER WEALTH MANAGEMENT - GREENVILLE, SC, United States (10/2013 - Present)Created a system of no-loss to minimal loss trading and digital asset management.
REGISTERED REP
TRIAD ADVISORS INC - NORCROSS, GA, United States (05/2014 - 04/2021)Oversee the efficient use of production project budgets ranging from $2,000 - $25,000
REGISTERED REP
THE INVESTMENT CENTER INC. - GREENVILLE, SC, United States (10/2013 - 05/2014)Oversee the efficient use of production project budgets ranging from $2,000 - $25,000
Testimonial
Jessica White
Managere“ Jeffery Herman is generous with her time. She really tries to help me understand my financial situation and I come away feeling reassured. I feel grateful for the clarification she provides, and I feel confident that she will be helpful if I require further explanations.”
Bella Andrews
Trader“All one has to do is to look at your investment to see how well it is being looked after. Thank you David .”
Veronica spen
Trader“Mrs Hernandez is sensitive to our needs and wishes. she was able to clarify our investment portfolio by clear explanations and visual charts which helped us to understand better. she is always very professional and always shows interest in our family life which adds a personal touch. I would not hesitate in recommending her investment portfolio.”
Nevine Acotanza
Chief Operating Office“ Julietta is our fourth financial adviser, and a huge improvement on the others in terms of advice and commitment. She is pro-active where the others were not, and has made us focus on our plans for retirement – a huge achievement! she intends to make her business grow here in the Borders, rather than re-locate to the city, and that makes her company additionally attractive to us.”
Jack Delware
Chief Operating Officer“Mrs Hernandez understands the anxieties that come with investing and at each meeting manages to reassure the client so that they leave feeling positive about the future.”
Jone Duone Joe
Trader“Just to say many thanks for a very positive meeting yesterday. Hilly and I came away feeling well satisfied that we are able to continue enjoying life without too much stress on the old finances and should be able to carry on with our present lifestyles for some time to come. Very satisfied with the way you are managing affairs and hope ther will continue into the future.”
