Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Dinwiddie Carter is an investment advisor representative associated with Osaic Wealth, Inc. located in Hampton, VA. Hugh Carter has been in the securities industry since July 3, 2003. Hugh Carter is also registered with Securities America, Inc. Hugh Carter is a registered representative in 13 states, including Virginia, Florida, and Maryland. Hugh Carter holds the Series 6, 7, and 66 licenses.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
VA
06/05/2013 - 06/14/2024
SECURITIES AMERICA, INC. (RICHMOND VA)
VA
09/14/1992 - 12/12/1995
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
MA
11/12/1993 - 11/27/1995
MANEQUITY, INC. (BOSTON MA)
NA
07/29/1991 - 11/03/1993
TRINITY GROUP SECURITIES, INC.
NA
06/15/1984 - 12/31/1989
G. R. PHELPS & CO., INC.
BOTH
Issued 11/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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