Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Bernard Hermann is a financial professional with over 25 years of experience in the financial services industry. Jerry is currently registered with CU Investment Solutions LLC and has previously held positions with Lake Forest Securities LLC, BANC One Capital Markets, Inc., First NBD Investment Services, Inc., and NBD Securities, Inc. Jerry holds multiple industry licenses and designations including Series 7, 52, 53, and 63.
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.
Non discretionary investment advisory for institutional clients
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.
1
2
KS
02/02/2005 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
FL
08/27/2003 - 01/05/2005
LAKE FOREST SECURITIES LLC (MIAMI FL)
IL
05/15/1996 - 10/04/2001
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
03/01/1996 - 05/09/1996
FIRST NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
09/18/1995 - 03/01/1996
NBD SECURITIES, INC.
BC
Issued 10/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jerry Hermann is the right advisor for you? Invested Better is here to help.
