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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter Charles Medlen is a financial advisor with Cetera Investment Advisers LLC, a firm that provides investment advice and financial planning to a variety of clients, including individuals, families, and businesses. Hunter has been in the industry since October 29, 2013, and holds Series 7 and 66 securities licenses. Hunter’s experience includes working at several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Capital One Investing, LLC, and Sagepoint Financial, Inc. Hunter's goal is to help clients achieve their financial goals by providing personalized investment advice and financial planning strategies.
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.
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2
LA
10/10/2024 - Present
Cetera Investment Advisers LLC (ZACHARY LA)
LA
02/26/2016 - 02/07/2017
PARK AVENUE SECURITIES LLC (BATON ROUGE LA)
LA
09/02/2015 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (BATON ROUGE LA)
LA
04/13/2015 - 08/13/2015
CAPITAL ONE INVESTING, LLC (BATON ROUGE LA)
LA
05/06/2013 - 02/09/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
BOTH
Issued 06/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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