Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hermann is an active financial advisor registered with Raymond James Financial Services Advisors, Inc. Patrick has been in the industry since 2019, specializing in investment planning. Patrick's firm is located in Hastings, NE and has numerous offices in the state, with a main office in Saint Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides a wide range of services including financial planning, pension consulting and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
01/23/2020 - Present
Raymond James Financial Services Advisors, Inc. (HASTINGS NE)
BOTH
Issued 01/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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