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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Huber is a financial advisor with Cetera Investment Advisers LLC in Boothbay Harbor, Maine. Jean has been in the industry since 2002 and is licensed to provide investment advice in Maine, Florida, Massachusetts, New Hampshire, Pennsylvania, South Carolina, and the District of Columbia. Jean holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Previously, Jean was employed by Invest Financial Corporation, Sorrento Pacific Financial, LLC, and ICBA Financial Services Corporation.
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
ME
01/02/2018 - Present
Cetera Investment Advisers LLC (BOOTHBAY HARBOR ME)
ME
11/17/2011 - 12/31/2017
INVEST FINANCIAL CORPORATION (BOOTHBAY HARBOR ME)
ME
01/03/2006 - 11/08/2011
SORRENTO PACIFIC FINANCIAL, LLC (NEWCASTLE ME)
TN
11/12/2002 - 12/31/2005
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
BC
Issued 01/21/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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