Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Hunt is a financial advisor with over 30 years of experience in the industry. George is registered as a broker-dealer and investment advisor representative, and holds a Series 7, Series 63, Series 65 and SIE license. George is currently employed by Ameriprise Financial Services, LLC, and has previously been employed by Morgan Stanley and UBS Financial Services Inc. George is active in several states. George specializes in providing asset allocation services, financial planning, portfolio management for individuals and businesses, 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.
Asset allocation services
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
NY
05/25/2018 - Present
Ameriprise Financial Services, LLC (Garden City NY)
NY
06/01/2009 - 05/29/2018
MORGAN STANLEY (GARDEN CITY NY)
NY
02/06/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
12/05/1994 - 02/24/2009
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
NY
11/25/1992 - 12/08/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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