Unclaimed
Hugh Edward Ketchie is an investment advisor representative registered with Zacks Investment Management, Inc. Hugh has been in the securities industry since 2010. Hugh is licensed to conduct business in Delaware, District of Columbia, Illinois, Maryland, North Carolina, Pennsylvania, Virginia, and West Virginia. Hugh has passed the Series 6, 7, and 63 exams, as well as the Series 65 and the SIE exams. Hugh specializes in portfolio management for individuals, businesses, and investment companies. Hugh is also involved in creating and managing quantitative investment models that are licensed to sponsors of UITS and ETFS.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
07/05/2010 - Present
Zacks Investment Management, Inc. (Raleigh NC)
BC
Issued 04/07/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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