Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herman? Claim Your ProfileHerman Gerdes has been in the financial industry since 2006 and is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. in Texas. Herman Gerdes is licensed to provide financial advice to individuals and investment companies. Herman Gerdes has a strong track record of success in helping clients achieve their financial goals. Herman Gerdes is dedicated to providing personalized and professional service to each of Herman Gerdes's clients.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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TX
06/21/2023 - Present
State Farm Investment Management Corp. (BUDA TX)
IA
Issued 06/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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