Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Hunt is a financial advisor at RMR Wealth Builders, Inc. in Montclair, NJ. He has been a financial advisor for over 20 years and is a Certified Financial Planner. Adam has a wide range of experience in the financial industry and has worked for several well-known firms, including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and TIAA-CREF Individual & Institutional Services, Inc. Adam is committed to helping his clients achieve their financial goals and provides personalized financial advice and investment management services.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
02/15/2022 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
CO
01/04/2017 - 09/14/2017
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NJ
01/09/2006 - 01/04/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (MILLBURN NJ)
NY
07/21/2005 - 10/03/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/06/2004 - 06/24/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/09/2003 - 03/12/2004
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
CT
02/08/2001 - 04/07/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
PA
09/16/1998 - 08/31/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Adam Hunt is the right advisor for you? Invested Better is here to help.
