Robert Hermann is a CFP-designated registered investment advisor, based in Bedford, NH, with 23 years of industry experience.
Location
176 Route 101 Unit B-2, Bedford, NH, 03110
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an associate/employee at Paquette and Shaw Financial Services LLC, offering financial planning and investment help to clients since May 2023. This takes about half of Robert's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2023 - Present · 3 yrs
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2022 · 3 yrs 6 mos
Strategic Advisers LLC
October 2008 - July 2018 · 9 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 2001 - January 2022 · 20 yrs 4 mos
Waddell & Reed, INC.Broker
February 2001 - August 2001 · 6 mos
State Registrations7 states
FLINMANCNHNYSC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.