Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sterling? Claim Your ProfileSterling Orson Herrmann is a financial advisor currently registered with Prime Capital Financial. Sterling has been in the industry since September 2015 and has a Series 7, Series 66 and SIE licenses. Sterling also holds the Certified Financial Planner designation. Before joining Prime Capital Financial, Sterling was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sterling is currently licensed to provide financial advice in Connecticut, Delaware, Florida, Massachusetts, Michigan and Pennsylvania. Sterling works with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
1
2
MI
01/09/2023 - Present
Prime Capital Financial (Royal Oak MI)
MI
09/14/2015 - 11/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GROSSE POINTE MI)
BOTH
Issued 10/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sterling Herrmann is the right advisor for you? Invested Better is here to help.
