Unclaimed
Douglas Bender is a financial advisor at Horter Investment Management, LLC. Douglas has been working in the industry since 2017 and is registered with the state of Ohio. Douglas's areas of expertise include financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
OH
03/03/2023 - Present
Horter Investment Management, LLC (CINCINNATI OH)
OH
10/15/2021 - 02/21/2023
VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)
OH
06/02/2017 - 10/21/2021
FIFTH THIRD SECURITIES, INC. (LOVELAND OH)
IA
Issued 10/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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