Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abby? Claim Your ProfileAbby Humberd is an active investment advisor representative with J. W. Cole Advisors, Inc. Abby is registered to provide investment advice in Florida and is also registered as a securities representative in Florida, California, and Kansas. Abby has been in the industry since 2016. Abby has been associated with J. W. Cole Advisors, Inc. since 2020. Abby was previously associated with Morgan Stanley and T. Rowe Price Investment Services, Inc. Abby is also qualified to provide financial planning services.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
03/19/2024 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
07/23/2019 - 06/18/2020
MORGAN STANLEY (TAMPA FL)
FL
09/13/2016 - 07/11/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 03/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Abby Humberd is the right advisor for you? Invested Better is here to help.
