Unclaimed
Harold Duke Hunt is a financial advisor with Osaic Wealth, Inc. located in Arnold, MD. Harold is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®. Harold has been in the financial services industry since 1999 and has experience with securities America, Inc., CANTELLA & CO., INC., AXA ADVISORS, LLC, AIG RETIREMENT ADVISORS, INC., MORGAN STANLEY DW INC., MEDALLION INVESTMENT SERVICES, INC., FIRST MARYLAND BROKERAGE CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, and NATIONSSECURITIES. Harold offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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
MD
06/14/2024 - Present
Osaic Wealth, Inc. (ARNOLD MD)
MD
10/26/2022 - 06/14/2024
SECURITIES AMERICA, INC. (ARNOLD MD)
MD
09/24/2012 - 10/26/2022
CANTELLA & CO., INC. (ANNAPOLIS MD)
MD
02/23/2009 - 08/03/2012
AXA ADVISORS, LLC (ANNAPOLIS MD)
MD
04/30/2003 - 02/23/2009
AIG RETIREMENT ADVISORS, INC. (LINTHICUM MD)
NY
08/22/2001 - 05/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
03/30/1999 - 12/31/1999
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
MD
10/27/1997 - 04/27/1998
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
MN
07/16/1997 - 10/03/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/16/1997 - 10/03/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
04/28/1997 - 06/04/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/28/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
05/25/1994 - 05/01/1995
NATIONSSECURITIES
IA
Issued 10/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Harold Hunt is the right advisor for you? Invested Better is here to help.