Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Mann is a financial advisor with over 40 years of experience in the financial services industry. Hugh is currently registered with Cetera Investment Advisers LLC and is also a registered representative with Cetera Investment Services LLC. Hugh's career spans multiple firms, including WELLS FARGO ADVISORS, LLC, MORGAN STANLEY DW INC., STERNE, AGEE & LEACH, INC., PAMCO SECURITIES AND INSURANCE SERVICES, SHEARSON LEHMAN BROTHERS INC., THE ROBINSON-HUMPHREY COMPANY INC., and E. F. HUTTON & COMPANY INC. Hugh holds a series 63, 3, and 7 licenses, as well as the SIE exam. Hugh has a diverse client base and serves individuals, high net worth individuals, businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
1
2
FL
04/07/2016 - Present
Cetera Investment Advisers LLC (PENSACOLA FL)
FL
06/30/2005 - 08/04/2009
WELLS FARGO ADVISORS, LLC (PENSACOLA FL)
NY
04/18/1989 - 07/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
09/09/1988 - 04/04/1989
STERNE, AGEE & LEACH, INC.
NA
09/01/1987 - 08/26/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
01/26/1987 - 06/11/1987
SHEARSON LEHMAN BROTHERS INC.
NA
11/29/1985 - 02/02/1987
THE ROBINSON-HUMPHREY COMPANY INC.
NA
02/03/1984 - 12/16/1985
E. F. HUTTON & COMPANY INC
NA
06/22/1983 - 11/15/1983
SOUTHEASTERN BROKERAGE SERVICES, INC.
BC
Issued 02/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1984
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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