Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Lee Hunter is a financial advisor with Raymond James & Associates, Inc. Henry has been in the financial industry since June 26, 2008. Henry's areas of expertise include financial planning, portfolio management for individuals, portfolio management for businesses, pension consulting and education seminars. Henry is registered with the Securities and Exchange Commission (SEC) and holds Series 3, 7, and 66 licenses. Henry has experience working with a variety of clients, including individuals, high net worth individuals, corporations, and pension plans. Henry is committed to providing personalized financial advice and 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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
12/20/2023 - Present
Raymond James & Associates, Inc. (CHARLOTTE NC)
FL
07/27/2023 - 11/28/2023
CITI PRIVATE ALTERNATIVES, LLC (Miami FL)
FL
07/27/2023 - 11/28/2023
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
06/22/2021 - 06/26/2023
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
12/15/2020 - 05/24/2021
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
12/05/2017 - 12/10/2020
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
FL
01/06/2017 - 11/28/2017
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
03/18/2016 - 09/21/2016
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
06/10/2011 - 03/15/2016
MORGAN STANLEY (CORAL GABLE FL)
FL
01/01/2010 - 06/20/2011
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
10/08/2008 - 01/01/2010
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NY
12/03/2007 - 09/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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