Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Gregory Hunter is an investment advisor representative at Truist Advisory Services, Inc., based in Atlanta, GA. Everett has been working in the financial services industry since June 16, 2001. He holds the Series 7, 6, and 66 licenses and is registered in 12 states. Prior to joining Truist, Everett was a financial advisor at PNC Investments, J.P. Morgan Securities LLC, and Wells Fargo Advisors, LLC. Everett provides financial planning, portfolio management for individuals and businesses, and other advisory 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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
10/19/2021 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
FL
05/06/2014 - 12/06/2018
PNC INVESTMENTS (NAPLES FL)
FL
10/26/2011 - 05/02/2014
J.P. MORGAN SECURITIES LLC (NAPLES FL)
FL
05/26/2008 - 10/31/2011
WELLS FARGO ADVISORS, LLC (NAPLES FL)
MO
10/01/2000 - 10/04/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
05/16/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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