Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Everett Parish is a financial advisor with over 25 years of experience in the industry. Hugh is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2009. Parish has also held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and AmSouth Investment Services, Inc. Hugh is a Series 6, 7, 63 and 65 licensed advisor. Hugh specializes in providing financial planning, investment consulting and portfolio management services to individuals, businesses and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
03/19/2013 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM AL)
AL
03/09/2001 - 04/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
02/15/1996 - 03/28/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
09/12/1994 - 05/01/1995
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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