Unclaimed
Hunter Bowne Knapp is an investment advisor representative at Northern Trust Investments, Inc. Hunter has been in the industry for over 27 years. Hunter has a strong track record of success in providing investment advice to a wide range of clients, including individuals, families, corporations, and institutions. Hunter is committed to providing clients with personalized investment advice and strategies that are designed to meet their specific 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.
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.
Strategic management for diversified investment portfolios.
Model portfolio provider, investment research,index services, transition management and overlay 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transition management service fees
1
2
IL
05/11/2020 - Present
Northern Trust Investments, Inc. (CHICAGO IL)
NC
01/04/2010 - 01/21/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
01/10/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
12/01/2005 - 01/03/2007
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
10/03/2003 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
01/03/2003 - 06/03/2003
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
CT
09/18/2000 - 12/12/2002
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
02/10/2000 - 09/01/2000
FAM DISTRIBUTORS, INC. (NEW YORK NY)
MA
02/19/1999 - 02/28/2000
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
06/07/1996 - 02/02/1999
NEW ENGLAND FUNDS, L.P. (BOSTON MA)
TX
12/02/1993 - 06/26/1996
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
CA
01/01/1993 - 11/12/1993
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NA
05/13/1991 - 08/29/1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BOTH
Issued 12/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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