Unclaimed
Doug Justin Hoover is a financial professional with over 20 years of experience in the industry. Doug is currently registered with Waverly Advisors, LLC and has been with the firm since 2024. Prior to joining Waverly Advisors, Doug was a Registered Representative with SII INVESTMENTS, INC. and StrategIQ Financial Group, LLC. Doug holds the Series 7 and Series 63 licenses and is also a Certified Financial Planner and a Chartered Financial Consultant. Doug specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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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IN
01/11/2024 - Present
Waverly Advisors, LLC (MERRILLVILLE IN)
IN
10/22/2007 - 12/16/2016
SII INVESTMENTS, INC. (MERRILLVILLE IN)
IN
03/19/1997 - 10/22/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MERRILLVILLE IN)
MN
03/07/1994 - 03/20/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/07/1994 - 03/20/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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