Unclaimed
Hunter Greene is a financial advisor with LPL Financial LLC. Hunter is licensed to offer securities and investment advice in multiple states. Hunter has been in the financial industry for more than 6 years. Hunter holds a Series 6, 7, 63, and 65 license. Hunter is also a Certified Financial Planner. Hunter's primary focus is providing financial planning and portfolio management services for individuals, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
12/11/2023 - Present
LPL Financial LLC (SHREVEPORT LA)
LA
11/20/2017 - 12/14/2023
OSAIC WEALTH, INC. (SHREVEPORT LA)
LA
06/09/2017 - 11/21/2017
INVEST FINANCIAL CORPORATION (SHREVEPORT LA)
IA
Issued 09/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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