Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hamilton? Claim Your ProfileHamilton Perkins Bouchelle Poynor is a financial advisor with over 30 years of experience in the financial services industry. Hamilton is currently registered with Arete Wealth Advisors, LLC and Arete Wealth Management, LLC. Hamilton has a strong track record of providing financial advice to individuals, families, and businesses. Hamilton is committed to helping clients 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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
AL
12/06/2018 - Present
Arete Wealth Advisors, LLC (Birmingham AL)
AL
08/08/2011 - 11/16/2018
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
04/01/2009 - 08/08/2011
SECURITIES AMERICA, INC. (BIRMINGHAM AL)
AL
05/01/2008 - 04/24/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (BIRMINGHAM AL)
AL
10/30/2001 - 05/09/2008
NYLIFE SECURITIES LLC (BIRMINGHAM AL)
AL
10/07/1997 - 09/28/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
04/23/1993 - 10/21/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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