Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Edward Herr is a financial advisor with over 25 years of experience in the financial services industry. Terrence is currently registered with Herr Capital Management LLC, a registered investment advisory firm that he founded in 2000. The firm specializes in providing financial planning and portfolio management services to individual and high-net-worth clients. Prior to founding Herr Capital Management LLC, Terrence held positions with American Portfolios Financial Services, Inc. and FSC Securities Corporation. Terrence is a Certified Financial Planner and holds a Series 7, 63, 24, 53, and 65 license. Terrence is also licensed to sell insurance in Illinois.
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.
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.
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IL
04/04/2019 - Present
Herr Capital Management LLC (CHICAGO IL)
IL
03/05/2010 - 07/02/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Chicago IL)
IL
01/06/1998 - 03/16/2010
FSC SECURITIES CORPORATION (CHICAGO IL)
CT
01/24/1995 - 01/12/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 06/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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