Unclaimed
David Scott Hermann is a financial advisor with First Heartland Consultants, Inc. David has over 10 years of experience in the financial services industry, specializing in financial planning and investment management services. He has a proven track record of helping individuals, families, and businesses achieve their financial goals. David is committed to providing personalized service and tailored solutions to meet the unique needs of each client.
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.
Guidance on pension options to ensure a secure financial future.
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
AZ
10/24/2023 - Present
First Heartland Consultants, Inc. (TUCSON AZ)
AZ
07/13/2022 - 11/09/2023
AMERIPRISE FINANCIAL SERVICES, LLC (TUCSON AZ)
MA
10/31/2019 - 07/12/2022
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
IL
10/19/2015 - 11/07/2018
MML INVESTORS SERVICES, LLC (GRAYSLAKE IL)
IL
08/08/2014 - 09/10/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DOWNERS GROVE IL)
IA
Issued 10/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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