Unclaimed
Andrew Hunt is a financial advisor who has been working in the industry since December 2010. Andrew Hunt is currently registered as a representative of Fidelity Personal And Workplace Advisors. Andrew Hunt is licensed in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont. Andrew Hunt has earned the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE licenses. Andrew Hunt was previously registered with TD AMERITRADE, INC. and SCOTTRADE, INC. Andrew Hunt has specializations in securities, mutual funds, variable products, variable annuities, and retirement planning. Andrew Hunt focuses on providing investment advice to individuals and businesses.
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.
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.
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
MA
05/18/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTWOOD MA)
MA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (CEnterville MA)
MA
08/26/2010 - 02/26/2018
SCOTTRADE, INC. (BOSTON MA)
BOTH
Issued 01/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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