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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Herman is a financial professional registered with Cambridge Investment Research Advisors, Inc. Kevin has been working in the industry since 2015 and is currently registered in Ohio as well as Florida and Maryland. Kevin's primary business is with Cambridge Investment Research Advisors, Inc. He is a registered representative and investment advisor representative for the firm. Kevin is a Series 6 and Series 7 licensed professional who holds the SIE designation. Kevin is a specialist in providing services for high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Kevin has experience working for other financial services companies, including MSI Financial Services, Inc. and MML Investors Services, LLC.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
10/04/2021 - Present
Cambridge Investment Research Advisors, Inc. (Westlake OH)
OH
03/25/2017 - 10/04/2021
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
10/24/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BROADVIEW HEIGHTS OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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