Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herman? Claim Your ProfileHerman Edward Freitag is an Investment Advisor Representative at Corient in Miami, Florida. Herman has been in the industry since July 2010 and has a total of 3 product exams: Series 7, Series 6 and SIE. Herman is also registered as an Investment Advisor Representative in North Carolina and Texas. Herman has previous experience at Vanguard Marketing Corporation, J.P. Morgan Securities LLC and Chase Investment Services Corp. Herman is a Certified Financial Planner.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
10/11/2022 - Present
Corient (MIAMI FL)
NC
07/23/2014 - 01/08/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
LA
10/01/2012 - 06/12/2014
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
LA
07/22/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW ORLEANS LA)
BC
Issued 08/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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