Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Huber is an investment advisor representative who is currently registered with Cornerstone Advisory and Outcome Driven Strategies, LLC. Donald has been in the industry since 1994 and has a wide range of experience, including providing portfolio management services and financial planning. Donald is a registered investment advisor and holds a Series 6, 7, 26, 63 and 65 license. Donald has experience working with high-net-worth individuals, families, and businesses. Donald specializes in providing investment advice and portfolio management services to individuals, families, and businesses. Donald is committed to providing his clients with personalized investment advice and guidance.
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.
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
MD
09/30/2015 - Present
Cornerstone Advisory (HUNT VALLEY MD)
MD
06/06/1994 - 01/30/2013
AXA ADVISORS, LLC (BALTIMORE MD)
NY
06/06/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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