Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ansel? Claim Your ProfileAnsel Watts Huckabee has been a registered representative for over 20 years, with a strong track record in the financial services industry. Ansel has experience working with individual clients as well as businesses and corporations. Ansel currently works at LPL Financial LLC, a firm with over $50 billion in assets under management, and has previously worked at Southeast Investments, N.C., INC. Ansel's expertise spans a wide range of financial services, including financial planning, pension consulting, and portfolio management for both businesses and individuals.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
09/06/2017 - Present
LPL Financial LLC (ROCK HILL SC)
NC
01/22/2014 - 04/20/2017
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
NC
01/24/2013 - 07/30/2013
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
SC
03/22/2011 - 01/29/2013
MML INVESTORS SERVICES, LLC (ROCK HILL SC)
NC
03/01/2007 - 03/23/2011
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
SC
05/16/2006 - 12/13/2006
WOODBURY FINANCIAL SERVICES, INC. (ROCK HILL SC)
NC
01/02/2004 - 05/16/2006
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
NY
10/19/2000 - 01/07/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
12/01/1999 - 10/30/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/01/1999 - 10/30/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NC
12/23/1997 - 12/04/1999
SOUTHEAST INVESTMENTS N.A., INC. (CHARLOTTE NC)
VA
11/12/1993 - 08/06/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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