Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Herrmann is a financial advisor with over 30 years of experience. Michael is currently registered with Uhlmann Investment Management, LLC. Michael also has previous experience with Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., PARKER/HUNTER INCORPORATED, BEACONSFIELD FINANCIAL SERVICES, INC., and PRUCO SECURITIES CORPORATION. Michael holds Series 6, 7, 63, and 66 securities licenses. Michael is also registered as an Investment Advisor Representative in California, Colorado, Georgia, Illinois, Indiana, Oregon, Pennsylvania, Tennessee, Texas, and Wisconsin. Michael specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IL
07/06/2020 - Present
Uhlmann Investment Management, LLC (SKOKIE IL)
IL
01/01/2008 - 07/08/2020
WELLS FARGO CLEARING SERVICES, LLC (LAKE FOREST IL)
IL
01/14/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SKOKIE IL)
PA
05/22/1987 - 01/11/1991
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NA
03/26/1987 - 05/20/1987
BEACONSFIELD FINANCIAL SERVICES, INC.
NA
10/20/1986 - 05/05/1987
PRUCO SECURITIES CORPORATION
BOTH
Issued 12/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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