Unclaimed
Hunter Schultz is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Rockledge, FL. Hunter has been in the financial services industry since 2024 and specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and market timing services. Cambridge Investment Research Advisors, Inc. is a national financial services firm with offices across the country. The firm specializes in providing investment advisory services to individuals, families, businesses, and institutions. Hunter has a wide range of experience in the financial services industry and is committed to providing personalized financial advice to clients.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
07/17/2024 - Present
Cambridge Investment Research Advisors, Inc. (Merritt Island FL)
BOTH
Issued 07/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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