Unclaimed
Christian Richard Hunt is an Investment Advisor Representative registered with Wells Fargo Clearing Services, LLC in California and Texas. Christian has been in the financial services industry since December 19, 2003. Christian has held prior registrations with Morgan Stanley and Citigroup Global Markets Inc. Christian has earned the Series 7, Series 63, and Series 65 licenses. Christian works with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Christian specializes in portfolio management for individuals, businesses, and investment companies.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
02/26/2013 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
06/01/2009 - 03/06/2013
MORGAN STANLEY (FRESNO CA)
CA
12/20/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
IA
Issued 03/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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