Unclaimed
Fred Hunt is a financial professional with over 30 years of experience in the financial services industry. Fred is currently registered with Osaic Wealth, Inc. and holds licenses in several states, including New York, Alabama, Florida, Georgia, New Hampshire, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and West Virginia. Fred offers financial planning and investment advisory services to individuals, corporations, and businesses. Fred is also a registered representative of Securities America, Inc. Fred is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
09/05/2007 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
03/01/2002 - 09/05/2007
LINCOLN INVESTMENT PLANNING, INC. (AMHERST NY)
NY
02/18/1993 - 03/08/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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