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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herman? Claim Your ProfileHerman Kahn is a financial advisor registered in Pennsylvania with a license since January 14, 2020. Herman has been working in the financial industry since August 23, 1988. Prior to joining WMS Wealth Planners, Herman has worked for firms like KESTRA INVESTMENT SERVICES, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., KEOGLER, MORGAN & COMPANY, INC., MANEQUITY, INC., MID ATLANTIC CAPITAL CORPORATION, and MONY SECURITIES CORP. He has experience providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Herman is also 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
PA
01/14/2020 - Present
WMS Wealth Planners (PITTSBURGH PA)
PA
09/21/2004 - 04/01/2020
KESTRA INVESTMENT SERVICES, LLC (PITTSBURGH PA)
FL
08/15/1997 - 09/22/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AZ
01/31/1997 - 08/14/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
11/18/1993 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
10/20/1992 - 12/17/1993
MANEQUITY, INC. (BOSTON MA)
PA
08/23/1988 - 11/24/1993
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
NY
05/13/1992 - 12/14/1992
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 10/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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