Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Latoya? Claim Your ProfileLatoya Hubbard is a financial advisor at Vanguard Advisers, Inc. Latoya has been in the industry since April 2008 and has experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. She is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Latoya has a strong background in investment management, financial planning, and retirement planning. She holds the Series 6, 7, 24, 26, and 63 licenses and is a Chartered Financial Consultant (ChFC). She is also a member of the National Association of Personal Financial Advisors (NAPFA). Latoya is committed to providing her clients with personalized financial advice and guidance. She takes a comprehensive approach to financial planning, working with her clients to develop customized plans that meet their unique needs and goals.
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.
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
NC
12/13/2017 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
OH
04/30/2008 - 01/26/2010
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
BC
Issued 07/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Latoya Hubbard is the right advisor for you? Invested Better is here to help.
