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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey K. Herr is a financial advisor who has been in the industry since October 2017. Jeffrey is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Exton, Pennsylvania. Before this, he was registered with Truist Investment Services, Inc. in King of Prussia, Pennsylvania. Jeffrey has Series 7, 63, and 66 securities licenses, and also holds the SIE designation. Jeffrey has experience working with individuals, corporations, charitable organizations, high-net-worth individuals, pension plans, and insurance companies. Jeffrey is also a board member of the Estate Planning Council of Lehigh Valley.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
09/06/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EXTON PA)
PA
10/07/2021 - 07/13/2023
TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
BOTH
Issued 09/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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