Unclaimed
Herbert Allan Landstreet is a financial advisor registered with Empower Advisory Group, LLC and has been in the industry since May 2007. Herbert has a wide range of experience, having previously worked with firms like CETERA INVESTMENT SERVICES LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., and MORGAN KEEGAN & COMPANY, INC. Herbert holds a Series 7, Series 66, Series 6TO and SIE license and is also a Certified Financial Planner. Herbert specializes in providing financial planning and portfolio management for individuals and families. He is also licensed to work with pension plans and corporations. Herbert is currently registered in Arkansas, Connecticut, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas.
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.
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.
1
2
CO
01/10/2017 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TN
05/28/2014 - 11/06/2015
CETERA INVESTMENT SERVICES LLC (MEMPHIS TN)
FL
01/13/2014 - 05/27/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
TN
02/13/2013 - 05/27/2014
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
05/15/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 09/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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