Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herman? Claim Your ProfileHerman Gunter is a financial advisor with over 30 years of experience in the industry. Herman is registered with Independent Financial Partners and has been with them since 2010. Herman has a broad range of experience, specializing in financial planning, portfolio management for individuals and pension consulting. He has earned the Chartered Financial Consultant designation and is a registered representative with the Financial Industry Regulatory Authority (FINRA).
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
05/02/2018 - Present
Independent Financial Partners (LIVE OAK FL)
FL
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (LIVE OAK FL)
FL
02/13/2009 - 10/01/2009
MUTUAL SERVICE CORPORATION (LIVE OAK FL)
FL
10/31/2008 - 02/24/2009
SAGEPOINT FINANCIAL, INC. (LIVE OAK FL)
FL
06/28/1985 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LIVE OAK FL)
IA
Issued 06/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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