Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hans? Claim Your ProfileHans Herr is an investment advisor representative who has been in the industry since 1994. Hans is currently registered with J.p. Morgan Securities LLC. Hans is also licensed in a number of states and has a Series 7, 8, 63, and 65 licenses. Hans has previously been employed with CHASE INVESTMENT SERVICES CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SII INVESTMENTS, INC., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, and H&R BLOCK FINANCIAL ADVISORS, INC.. Hans specializes in financial planning, pension consulting, and portfolio management for businesses and 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
01/12/2018 - Present
J.p. Morgan Securities LLC (MUNSTER IN)
IN
03/09/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MUNSTER IN)
IN
09/16/2008 - 12/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
IN
10/11/2007 - 03/13/2008
SII INVESTMENTS, INC. (MERRILLVILLE IN)
IN
02/27/2002 - 10/12/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MERRILLVILLE IN)
MI
08/04/1993 - 03/04/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Hans Herr is the right advisor for you? Invested Better is here to help.
