Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter Rock is a financial advisor in Boston, Massachusetts, with over 10 years of experience in the industry. Hunter is currently registered with Fidelity Personal and Workplace Advisors and is a registered representative and investment advisor. Hunter has held previous positions at Merrill Lynch and NFP Securities, Inc.. Prior to joining Fidelity, Hunter worked at Bank of America. Hunter has a Series 7, Series 66 and SIE. Hunter offers a range of services, including financial planning, portfolio management for businesses and individuals, and educational seminars. Hunter's firm manages over $818 billion in assets for more than 1.9 million accounts.
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.
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.
1
2
MA
01/27/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
SC
07/08/2014 - 01/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
MD
03/16/2011 - 07/10/2014
NFP SECURITIES, INC. (BETHESDA MD)
BOTH
Issued 2/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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