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Wyatt Hulsey

Northcoast Research Partners, LLC

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About Wyatt Hulsey

Wyatt Hulsey is an Investment Advisor Representative registered with Northcoast Research Partners, LLC in Cleveland, Ohio. Wyatt is a Series 66, Series 86, Series 87, and Series 7TO licensed professional. Wyatt specializes in providing research and market analysis services to clients. Wyatt is a CEO of Sheb Group, LLC, a non-investment related, limited liability company that owns and rents properties locally in Rochester, NY.

Firm Information

Wyatt Hulsey is currently registered with Northcoast Research Partners, LLC. Northcoast Research Partners, LLC is a Limited Liability Company formed on October 29, 2008, and headquartered in Ohio. The firm is registered with the SEC and in 22 states and offers advisory services including security ratings, educational seminars, and publication of periodicals. They serve 6 investment companies and corporations or other businesses. They have 26 registered representatives and provide investment advisory functions to 23 clients.

Not reported

Assets Under Management

54

Total Clients

26

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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.

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Wyatt Hulsey’s Registration & Firm History

OH

01/06/2024 - Present

Northcoast Research Partners, LLC (Cleveland OH)

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Licenses & Designations

BOTH

Issued 09/20/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2023

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/20/2023

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wyatt Hulsey.
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