Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hubert? Claim Your ProfileHubert Kingsley is a financial advisor with over 20 years of experience in the financial services industry. Hubert has a wide range of experience, having worked at several well-known firms including USI Securities, Inc., Commonwealth Equity Services, Inc., MMC Securities LLC, and Lockton Investment Securities, LLC. Currently, Hubert works at Creative Planning, a firm with over $175 billion in assets under management. Hubert is registered in Connecticut and Texas.
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
KS
12/20/2021 - Present
Creative Planning (OVERLAND PARK KS)
CT
10/03/2017 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (Farmington CT)
CT
06/22/2005 - 09/08/2017
MMC SECURITIES LLC (HARTFORD CT)
CT
01/04/1999 - 06/08/2005
USI SECURITIES, INC. (GLASTONBURY CT)
MA
09/08/1998 - 12/31/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
BOTH
Issued 06/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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