Kevin Herman
Financial Planner at Turning Point Wealth; Game Charter at Cleveland Browns
- Role
- Financial Planner at Turning Point Wealth
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Experience
Financial Planner
Oct 2021 — Present
Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Turning Point Wealth are not affiliated.The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 21••••••34. This email service may not be monitored, or after normal business hours.When Representatives change broker-dealers, FINRA’s rule 2273 requires that an educational communication be delivered to clients regarding the transfer of their assets and the impacts of the change. Information to consider when your representative changes firms: FINRA 2273 Brochure
Education
Ohio Wesleyan University
Bachelor’s Degree, Economics Management
2011 — 2015
Skills
- Event Management
- Leadership
- Economics
- Sports Management
- Time Management
- Sports Marketing
- Powerpoint
- Microsoft Excel
- Football
- Customer Service
- Social Networking
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