Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Herman is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Gries Financial Partners, Logix Investments LLC, and Bull Harbor Capital LLC. Robert has a strong track record of providing personalized financial advice to individuals, families, and businesses. He specializes in financial planning, investment management, and retirement planning. Robert is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
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.
Personal trustee services, bill pay, and tax prep assistance
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.
Personal trustee services, bill pay, and tax prep assistance
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2
OH
11/23/2009 - Present
Gries Financial Partners (CLEVELAND OH)
NY
06/03/2003 - 12/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/20/1998 - 02/25/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 06/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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