Unclaimed
Whitney Doubleday is a financial advisor with THE Huntington Investment Co. Whitney has been in the financial services industry since April 2019. Whitney holds Series 7, 63 and 65 securities licenses and is registered to provide investment advice in Indiana, Michigan and Ohio. Whitney specializes in providing financial planning and portfolio management services to individuals, businesses and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
11/17/2020 - Present
THE Huntington Investment Co. (Battle Creek MI)
IA
Issued 11/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Whitney Doubleday is the right advisor for you? Invested Better is here to help.