Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter Phelps Massey is an investment advisor representative with Kestra Advisory Services, LLC. Hunter has been in the financial services industry since 2008. Hunter has a wide range of experience, having worked with several firms prior to joining Kestra. Hunter holds licenses for both investment advisory and brokerage services, and is registered in multiple states. Hunter's area of expertise is in Financial Planning, Pension Consulting, and Selection of Other Advisors. Hunter works with clients to develop and implement personalized financial plans. Hunter is passionate about helping clients achieve their financial goals.
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.
1
2
AL
02/28/2020 - Present
Kestra Advisory Services, LLC (Montgomery AL)
AL
06/21/2013 - 02/28/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (MONTGOMERY AL)
AL
01/18/2011 - 07/16/2013
PROEQUITIES, INC. (MONTGOMERY AL)
AL
01/05/2010 - 12/07/2010
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
12/07/2007 - 12/31/2009
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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