Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter Jacob Smith is a financial advisor with Kestra Advisory Services, LLC, a firm that specializes in providing investment advisory services. Hunter Jacob Smith has been a registered representative for 5 years and has extensive experience in the industry. Hunter Jacob Smith's primary focus is on providing financial planning, pension consulting, and portfolio management for both businesses and individuals. Hunter Jacob Smith also has a strong background in investment advisory services through Securities America, Inc. and LPL Financial LLC. Hunter Jacob Smith is dedicated to helping clients reach their financial goals and providing them with the guidance and support they need to make informed financial decisions.
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.
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
AL
09/21/2023 - Present
Kestra Advisory Services, LLC (Vestavia Hills AL)
AL
07/30/2020 - 10/02/2023
SECURITIES AMERICA, INC. (VESTAVIA HILLS AL)
AL
06/21/2018 - 08/11/2020
LPL FINANCIAL LLC (NORTH BIRMINGHAM AL)
BOTH
Issued 07/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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