Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hershel? Claim Your ProfileHershel Flanagan is a financial advisor with Raymond James Financial Services Advisors, Inc. located in TEXARKANA, TX. Hershel has been in the financial services industry since 1973. Hershel holds Series 63, 66, 7TO, 1, and SIE licenses. Hershel also holds the Chartered Financial Consultant designation. Hershel has experience working with a variety of client types, including individuals, corporations, businesses, charitable organizations, insurance companies, and pension and profit-sharing plans. Hershel provides financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisers services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
03/07/2011 - Present
Raymond James Financial Services Advisors, Inc. (TEXARKANA TX)
TX
10/15/1973 - 03/14/2011
METLIFE SECURITIES INC. (TEXARKANA TX)
TX
10/15/1973 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TEXARKANA TX)
BOTH
Issued 05/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1984
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 10/11/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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