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Alex L. Herman

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CRD#: 1319422
AH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alex Leo Herman, who also goes by Tank Herman, was a registered financial professional .

Alex is a previously registered financial professional and started their career in finance in 1985. Alex had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tank Herman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 13, 1992 - September 9, 1992

KOBER FINANCIAL CORP.

BD
CRD#: 17551
Past

May 31, 1991 - February 20, 1992

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
Past

September 7, 1989 - November 29, 1989

KOBER FINANCIAL CORP.

BD
CRD#: 17551
Past

February 27, 1989 - September 16, 1989

ASPEN CAPITAL GROUP, INCORPORATED

BD
CRD#: 16179
Past

February 9, 1989 - February 27, 1989

POWER SECURITIES CORPORATION

BD
CRD#: 15527
Past

January 10, 1985 - March 4, 1989

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/25/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/23/1987
General Securities Principal Examination

Current Firm


KF
KOBER FINANCIAL CORP.
KOBER FINANCIAL CORP | KOBER FINANCIAL CORP.

CRD#: 17551 / SEC#: , 8-35274

BD
Cancelled by SEC on 05/17/1995
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 09/13/1985
Firm type
Corporation
Fiscal year end
February
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KOBER FINANCIAL CORP.

CRD#: 17551

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