Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter O Doyle is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Hunter has been in the securities industry since 2004 and has been registered with the state of Kentucky since 2020. Hunter is a licensed agent and holds Series 7, 9, 10, 63 and 66 securities licenses. Previously, Hunter was a registered representative with WELLS FARGO CLEARING SERVICES, LLC and UBS FINANCIAL SERVICES INC. Hunter offers a wide range of services to clients, including financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
06/10/2020 - Present
Stifel, Nicolaus & Company, Inc. (BOWLING GREEN KY)
KY
11/03/2006 - 06/11/2020
WELLS FARGO CLEARING SERVICES, LLC (BOWLING GREEN KY)
KY
08/19/2004 - 11/14/2006
UBS FINANCIAL SERVICES INC. (BOWLING GREEN KY)
BOTH
Issued 11/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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