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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bunker? Claim Your ProfileBunker Medbery is a registered investment advisor in Alabama, Florida, and Texas with over 39 years of experience in the financial services industry. Bunker Medbery is currently affiliated with Morgan Stanley. Previously Bunker Medbery was registered with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Legg Mason Wood Walker, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bunker Medbery has a total of 37 state licenses and has passed both the Series 63 and 66 exams. Bunker Medbery's current registrations include both Broker-Dealer and Investment Advisor. Bunker Medbery has specialized in investment management, financial planning, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
04/15/2020 - Present
Morgan Stanley (Birmingham AL)
AL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM AL)
AL
08/25/2000 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM AL)
MD
09/23/1988 - 09/01/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
09/27/1983 - 10/15/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 11/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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