Stephen Hernandez Email & Phone Number

Katy, Tx, Us

10375 Richmond Ave. Ste. 250, Houston, Tx 77042

Stephen Hernandez may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

Houston, Texas Area

* External wholesaler covering a territory comprised of Missouri, Kansas, Oklahoma, Arkansas, Mississippi and Alabama; and includes parts of north, west and south Texas, northern Louisiana, southern Illinois and western Tennessee* Conducting broker, branch office meetings, client seminars, and attending conferences throughout current territory and the country, 100% travel* Extensive prospecting, cold calling, webinars and referral networking to generate new business* Working with… Show more * External wholesaler covering a territory comprised of Missouri, Kansas, Oklahoma, Arkansas, Mississippi and Alabama; and includes parts of north, west and south Texas, northern Louisiana, southern Illinois and western Tennessee* Conducting broker, branch office meetings, client seminars, and attending conferences throughout current territory and the country, 100% travel* Extensive prospecting, cold calling, webinars and referral networking to generate new business* Working with Internal sales partner to successfully drive territory sales goals Show less

Houston, Texas Area

* Internal wholesaler covering Illinois, Kansas, Missouri, and southern Wisconsin; attending both regional and national Broker Dealer conferences, 30% travel* Successfully raised capital for two non-traded REIT’s (Hines Global REIT and Hines Global REIT II) and one BDC (HMS Income Fund) for one of the largest privately held real estate firms/broker dealers in the nation* Territory was consistently top 5 in the company* Successfully worked with External wholesaler contributing… Show more * Internal wholesaler covering Illinois, Kansas, Missouri, and southern Wisconsin; attending both regional and national Broker Dealer conferences, 30% travel* Successfully raised capital for two non-traded REIT’s (Hines Global REIT and Hines Global REIT II) and one BDC (HMS Income Fund) for one of the largest privately held real estate firms/broker dealers in the nation* Territory was consistently top 5 in the company* Successfully worked with External wholesaler contributing approximately $160 million in sales from March 2012 to April 2015* Extensive prospecting, cold calling, webinars and referral networking to generate new business* Honored with Internal of the Year – Excellence In Leadership Award in 2012 and 2014 Show less

Houston, Texas Area

* Internal wholesaler assisting in up to 5 separate territories at the same time* Successfully booked meetings and webinars for both lead Internal and External wholesalers* Provided superior customer service and support for both public shareholders and financial advisors with account and product questions* Extensive prospecting, cold calling, and referral networking to generate new business* Won various internal contests for consistent outbound call volume and quality… Show more * Internal wholesaler assisting in up to 5 separate territories at the same time* Successfully booked meetings and webinars for both lead Internal and External wholesalers* Provided superior customer service and support for both public shareholders and financial advisors with account and product questions* Extensive prospecting, cold calling, and referral networking to generate new business* Won various internal contests for consistent outbound call volume and quality appointments booked Show less

Houston, Texas Area

**This was a continuation of my previous position due to a merger of Van Kampen and Invesco*** Oversaw a Territory of Top Producing Financial Advisors * Consulting on new and existing client Non-Qualified Accounts (TOD's, UGMA/UTMA's, Trusts, Corporate, etc...) Qualified Retirement Accounts (IRA's, Roth IRA's, Simple IRA's, 401K's, 403b's, PSP's, etc...), and 529 Accounts * Developed positive relationships through superior customer service and providing solutions for both… Show more **This was a continuation of my previous position due to a merger of Van Kampen and Invesco*** Oversaw a Territory of Top Producing Financial Advisors * Consulting on new and existing client Non-Qualified Accounts (TOD's, UGMA/UTMA's, Trusts, Corporate, etc...) Qualified Retirement Accounts (IRA's, Roth IRA's, Simple IRA's, 401K's, 403b's, PSP's, etc...), and 529 Accounts * Developed positive relationships through superior customer service and providing solutions for both transactional and non-transactional problems in a time sensitive atmosphere. * Worked closely with sales staff to increase production within these relationships. Show less

Houston, Texas Area

* Oversaw a Territory of Top Producing Financial Advisors* Consulting on new and existing client Non-Qualified Accounts (TOD's, UGMA/UTMA's, Trusts, Corporate, etc...) Qualified Retirement Accounts (IRA's, Roth IRA's, Simple IRA's, 401K's, 403b's, PSP's, etc...), and 529 Accounts * Developed positive relationships through superior customer service and providing solutions for both transactional and non-transactional problems in a time sensitive atmosphere. * Worked closely with… Show more * Oversaw a Territory of Top Producing Financial Advisors* Consulting on new and existing client Non-Qualified Accounts (TOD's, UGMA/UTMA's, Trusts, Corporate, etc...) Qualified Retirement Accounts (IRA's, Roth IRA's, Simple IRA's, 401K's, 403b's, PSP's, etc...), and 529 Accounts * Developed positive relationships through superior customer service and providing solutions for both transactional and non-transactional problems in a time sensitive atmosphere. * Worked closely with sales staff to increase production within these relationships. Show less

Houston, Texas Area

* Consulted on new and existing client Non-Qualified Accounts (TOD's, UGMA/UTMA's, Trusts, Corporate, etc....) Qualified Retirement Accounts (IRA's, Roth IRA's, Simple IRA's, 401K's, 403b's, PSP's, etc...), and 529 Accounts * Developed positive relationships through superior customer service and providing solutions for both transactional and non-transactional problems in a time sensitive atmosphere. * Fielding approx. 75-100 calls a day from both public shareholders and financial… Show more * Consulted on new and existing client Non-Qualified Accounts (TOD's, UGMA/UTMA's, Trusts, Corporate, etc....) Qualified Retirement Accounts (IRA's, Roth IRA's, Simple IRA's, 401K's, 403b's, PSP's, etc...), and 529 Accounts * Developed positive relationships through superior customer service and providing solutions for both transactional and non-transactional problems in a time sensitive atmosphere. * Fielding approx. 75-100 calls a day from both public shareholders and financial advisors. Show less

Business, Finance And Marketing

Activities and Societies: Men's Club Soccer Team

Bachelor Of Business Administration (Bba), Finance And Marketing

Activities and Societies: Full Athletic Scholarship - Men's Soccer