Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Cole Herman is an investment advisor representative registered with Gregory J. Schwartz & CO., Inc. and is a member of the Financial Industry Regulatory Authority (FINRA). Jacob Herman holds both FINRA Series 7 and Series 66 securities licenses. Jacob Herman has been in the financial industry since August 2017 and has been registered with Gregory J. Schwartz & CO., Inc. since that time.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MI
01/12/2023 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
BOTH
Issued 09/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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