Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Herr is a registered investment advisor representative with Summit Family Office Services, LLC. Michael has been in the industry since 1979. Michael is registered with the state of Washington. Michael's previous employment includes Palladium Capital Advisors, LLC, Enable Capital, LLC, Private Consulting Group, Inc., Salomon Smith Barney Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc, Oppenheimer & Co., Inc., Americorp Securities, Inc., A. G. Edwards & Sons, Inc., Hammerbeck and Company, Inc., and Smith Barney, Harris Upham & Co., Incorporated. Michael has passed the Series 63, Series 65, Series 24 and Series 7 exams. Michael is also a licensed insurance agent.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
10/13/2014 - Present
Summit Family Office Services, LLC (BELLEVUE WA)
FL
06/03/2004 - 04/18/2007
PALLADIUM CAPITAL ADVISORS, LLC (VENICE FL)
NY
02/24/2004 - 04/27/2004
ENABLE CAPITAL, LLC (NEW YORK NY)
OR
06/17/1999 - 05/26/2000
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
NY
07/31/1993 - 05/03/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/14/1988 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
06/30/1986 - 12/07/1987
OPPENHEIMER & CO., INC.
NA
08/16/1984 - 06/20/1986
AMERICORP SECURITIES, INC.
NA
06/30/1983 - 06/09/1984
A. G. EDWARDS & SONS, INC.
NA
05/16/1983 - 07/01/1983
HAMMERBECK AND COMPANY, INC.
NA
04/07/1982 - 04/05/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
11/26/1979 - 03/08/1982
FOSTER & MARSHALL INC.
IA
Issued 10/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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