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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliot? Claim Your ProfileElliot Bruce Herman is a financial advisor with Edelman Financial Engines. Elliot is registered to provide investment advice in Massachusetts and Texas. Elliot has been in the financial services industry for over 29 years. Elliot has extensive experience in financial planning, portfolio management, and working with high-net-worth individuals and other investment advisors. Elliot earned the Certified Financial Planner designation. In addition to his work as a financial advisor, Elliot is involved in several community organizations, such as Riverside Community Care, One Family, Inc., Temple Beth Shalom, JBBBBS, and the FPA/Dana Farber Coaching Program.
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.
Set-up fees & related svcs; reimbursements for printed materials
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MA
11/03/2023 - Present
Edelman Financial Engines (QUINCY MA)
MA
12/02/2016 - 11/15/2023
LION STREET FINANCIAL, LLC (Quincy MA)
MA
03/29/2000 - 12/05/2016
KESTRA INVESTMENT SERVICES, LLC (QUINCY MA)
MA
01/12/2000 - 03/30/2000
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
MA
03/28/1997 - 11/04/1999
LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)
MA
04/08/1994 - 12/20/1996
NEW ENGLAND FUNDS, L.P. (BOSTON MA)
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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