Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Chris Hubert is a registered representative with Cadaret, Grant & CO., Inc. Donald has been in the financial services industry for over 40 years. Donald has been with Cadaret, Grant & CO., Inc. since May of 2009, but previously worked for SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and FRANKLIIN FINANCIAL SERVICES CORPORATION. Donald holds Series 6, 7, 24, 26, 63, and 65 licenses.
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.
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.
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2
VT
05/06/2009 - Present
Cadaret, Grant & CO., Inc. (RUTLAND VT)
VT
10/31/2008 - 05/08/2009
SAGEPOINT FINANCIAL, INC. (RUTLAND VT)
VT
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (RUTLAND VT)
TX
04/08/1982 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 11/09/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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