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 at Independent Financial Partners. Herman has been in the financial industry since 2001 and holds the Series 6, 7, 63 and 65 securities licenses. Herman is also a Certified Financial Planner. Herman has experience in a variety of financial services, including investment advice, financial planning, and pension consulting. Herman is registered to provide investment advice in Alabama, Arizona, Colorado, Florida, Georgia, Indiana, Louisiana, Montana, New York, North Carolina, South Carolina, Texas, and Washington.
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
06/06/2008 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LIVE OAK FL)
TX
07/10/2001 - 05/14/2008
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 06/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Herman Gunter is the right advisor for you? Invested Better is here to help.
