Claudia Andreina Herrera

Current Employers

Employment History

• 04/2012 → 05/2019
  Foresters Financial Services
  San Diego, CA
• 04/2017 → 05/2019
  Foresters Advisory Services
  San Diego, CA
• 05/2019 → Present
  Kestra Investment Services, Llc
  La Mesa, CA
• 05/2019 → Present
  Kestra Advisory Services, Llc
  La Mesa, CA

Previous Registrations

• 2017-05-26 → 2019-05-20
  Foresters Advisory Services, Llc
  San Diego, CA

Other Businesses

Business Name: Well Traveled Wealth Inv Rel: Yes Address: 4455 Murphy Canyon Rd, Suite 100 San Diego CA 92123 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position: Financial Advisor Start Date: 5/20/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: To service clients, manage investments and life insurance, and help reach financial goals Business Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Pkwy Bldg.2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC Position: Investment Advisor Rep. Start Date: 5/20/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) DESC: To make suitable investment recommendations for clients and to make discretionary trades when necessary

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-17
• S63 Uniform Securities Agent State Law Examination
  2009-02-03