Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bevin Hermann is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. Robert has held previous registrations with Fidelity Brokerage Services LLC and Waddell & Reed, Inc.. Robert is also a Certified Financial Planner. Robert offers a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management.
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
NH
05/09/2023 - Present
Raymond James Financial Services Advisors, Inc. (Bedford NH)
NH
09/10/2001 - 01/10/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
KS
02/21/2001 - 08/28/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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