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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Louis Perlin is a financial advisor with over 20 years of experience. He is registered with the state of Virginia as an Investment Advisor Representative. Herbert Perlin currently works for Horter Investment Management, LLC, which is based in Cincinnati, Ohio. Herbert Perlin holds Series 6, 63, 65, 22 and SIE licenses. Herbert Perlin has a background in providing financial solutions for clients. His firm is a Registered Investment Advisor and provides financial planning services to individuals, investment companies, insurance companies, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and other investment advisers.
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.
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
OH
04/11/2017 - Present
Horter Investment Management, LLC (CINCINNATI OH)
VA
08/26/2003 - 04/04/2017
NEXT FINANCIAL GROUP, INC. (VIRGINIA BEACH VA)
VA
10/20/1999 - 09/02/2003
FINANCIAL SECURITY MANAGEMENT, INCORPORATED (VIRGINIA BEACH VA)
VA
04/03/1998 - 10/20/1999
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NA
03/02/1998 - 03/24/1998
INVESTORS SECURITY COMPANY, INC.
CA
03/22/1996 - 03/03/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
03/01/1996 - 04/17/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/03/1983 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
01/22/1983 - 07/21/1983
MML INVESTORS SERVICES, INC.
NA
12/14/1982 - 07/21/1983
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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