PH

Paulette J. Hubbard

Some features on this profile are disabled
CRD#: 1093381
PH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paulette Jo Hubbard, CFP®, who also goes by Paulette Jo Reichwein, Paulette Reichwein, was a registered financial professional .

Paulette is a previously registered financial professional and started their career in finance in 1983. Paulette had worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paulette Jo Reichwein | Paulette Reichwein

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

January 1, 2000 - February 17, 2024

CREATIVE FINANCIAL SERVICES, INC

RIA
CRD#: 119801
Colorado Springs, CO
Past

November 2, 1987 - October 1, 1998

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

September 12, 1985 - November 16, 1987

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

February 9, 1983 - September 17, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CREATIVE FINANCIAL SERVICES, INC
CREATIVE FINANCIAL SERVICES, INC
CREATIVE FINANCIAL SERVICES INC. DBA PAULETTE J. HUBBARD INC. | CREATIVE FINANCIAL SERVICES, INC

CRD#: 119801 / SEC#:

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Contact information


Main Address
5825 Delmonico Drive, Suite 320, Colorado Springs, CO 80919
Mailing Address
5825 Delmonico Drive, Suite 320, Colorado Springs, CO 80919
Phone number
(719) 471-4774
Established
Firm type
Fiscal year end
# of Employees
4

Regulatory assets under management


Total Number of Accounts500
AUM (Assets Under Management)$ 72,500,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CREATIVE FINANCIAL SERVICES, INC

CREATIVE FINANCIAL SERVICES, INC

CRD#: 119801

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