Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Steven Herod is a financial advisor with Avantax Investment Services, Inc. and has been in the industry since August 8, 1987. Jon Herod is registered with the states of Alabama and Texas. Jon Steven Herod is also registered with FINRA. Jon Steven Herod has passed the Series 63, Series 22, Series 6 and the SIE exams.
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.
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.
1
2
TX
08/07/2008 - Present
Avantax Investment Services, Inc. (Abilene TX)
TX
02/17/1987 - 02/15/2008
H.D. VEST INVESTMENT SERVICES (CLYDE TX)
BC
Issued 02/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Herod is the right advisor for you? Invested Better is here to help.
