Unclaimed
Hunter Bell is a financial advisor with Ameriprise Financial Services, LLC, located in Waterloo, Iowa. Hunter has been working in the financial services industry since 2019 and has earned the Certified Financial Planner designation. Hunter is a registered representative of Ameriprise and holds licenses to sell securities in Iowa. Prior to joining Ameriprise, Hunter was a financial advisor at LPL Financial LLC and Edward Jones. Hunter specializes in providing financial planning services to individuals, families, and businesses. Hunter's previous employers have included Edward Jones, Meregrass, Inc., H-E-B, Tarleton State University, and Lincoln Savings Bank. Hunter holds both Series 7 and Series 66 licenses and a Securities Industry Essentials Examination.
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.
Asset allocation 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.
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2
IA
03/01/2024 - Present
Ameriprise Financial Services, LLC (Waterloo IA)
IA
06/11/2021 - 03/15/2024
LPL FINANCIAL LLC (WATERLOO IA)
TX
08/26/2019 - 02/02/2021
EDWARD JONES (WEATHERFORD TX)
BOTH
Issued 09/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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