Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Michael Herr is a registered representative with Fidelity Personal And Workplace Advisors. Andrew has been in the financial services industry since 2014 and holds Series 66, 24, 7, 99 and SIE licenses. Andrew is registered to provide investment advisory services in 18 states, including California, Colorado, Florida, Illinois, Indiana, Iowa, Michigan, Missouri, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Texas, Washington and Wisconsin. Andrew is also licensed to provide investment advisory services in Missouri and Texas. Andrew's previous employers include TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and EVERTRADE DIRECT BROKERAGE, INC. Andrew's current firm is Fidelity Personal And Workplace Advisors, which is headquartered in Boston, MA. Fidelity Personal And Workplace Advisors has over 1,000,000 clients and manages over $818 billion in assets. The firm offers a wide range of financial services, including financial planning, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
11/18/2019 - Present
Fidelity Personal AND Workplace Advisors (CHESTERFIELD MO)
MO
02/06/2018 - 09/11/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ST. LOUIS MO)
MO
07/02/2014 - 12/31/2017
EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)
BOTH
Issued 05/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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