Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Hunter is a financial advisor with over 13 years of experience in the industry. Chad is currently registered as a Registered Representative with Bison Wealth, LLC. Prior to that, Chad was employed by Metric Financial, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Chad has obtained the Series 7, Series 31, Series 66, and SIE licenses. Chad is also a Certified Financial Planner. Chad offers portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
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.
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2
FL
06/29/2022 - Present
Bison Wealth, LLC (Lake Mary FL)
FL
05/28/2022 - 05/30/2024
METRIC FINANCIAL, LLC (Lake Mary FL)
FL
10/23/2009 - 05/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE MARY FL)
FL
03/11/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
03/14/2007 - 12/17/2007
WACHOVIA SECURITIES, LLC (ORLANDO FL)
BOTH
Issued 05/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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