Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Hubert is an investment advisor representative who has been in the industry since 2007. Douglas is registered in Ohio and currently works for Avantax Advisory Services. Douglas has previously worked for 1ST GLOBAL CAPITAL CORP. Douglas holds a Series 66, Series 7 and SIE license. Douglas has a history of working with individuals, businesses, corporations, pension and profit-sharing plans, and high-net-worth individuals. Douglas is an active member of Hubert Wealth Management, LLC and Hubert & Hubert, Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
10/25/2019 - Present
Avantax Advisory Services (BRECKSVILLE OH)
OH
01/05/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BRECKSVILLE OH)
BOTH
Issued 01/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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