Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herman? Claim Your ProfileHerman Nainkin is a financial advisor registered with United Planners' Financial Services of America A Limited Partner. Herman has been in the financial services industry since May 21, 2003. Herman holds a Series 7, Series 66, and SIE license and is registered to provide investment advice in Arizona, California, Colorado, Florida, Idaho, Illinois, Maryland, Nevada, New Mexico, New York, Oregon, Pennsylvania, and Texas. Herman specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Herman has experience with the following services: Financial Planning, Pension Consulting, Selection of Other Advisors, and Portfolio Management for Individuals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
02/15/2006 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NY
06/01/2005 - 02/17/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/22/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 09/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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