Unclaimed
Herman Lubomir Rij is an investment advisor representative registered with Quadrant Private Wealth Management, LLC, which is a registered investment adviser. Herman Lubomir Rij has been in the industry since 1969. Herman Lubomir Rij works with a variety of clients, including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. Herman Lubomir Rij offers a wide range of services, including financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Herman Lubomir Rij previously worked at Purshe Kaplan Sterling Investments, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with our affiliate, focus risk solutions.
1
2
PA
08/14/2015 - Present
Quadrant Private Wealth Management, LLC (CENTER VALLEY PA)
PA
05/02/2014 - 12/31/2023
PURSHE KAPLAN STERLING INVESTMENTS (Bethlehem PA)
PA
04/01/1980 - 05/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHLEHEM PA)
NA
03/07/1978 - 02/15/1980
WARREN W. YORK & CO., INC.
NA
03/24/1971 - 04/04/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
07/08/1969 - 08/03/1971
ANDREW T LOVE ASSOC., INC.
IA
Issued 10/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/02/1977
PC - AMEX Put and Call Exam
BC
Issued 03/19/1971
Series 1 - Registered Representative Examination
Active
Inactive
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