Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter Trotter is a financial advisor with over 40 years of experience in the industry. Hunter is currently registered with MML Investors Services, LLC in Newtown Square, PA, and has been with the firm since March 2017. Previously, Hunter was registered with MSI Financial Services, Inc., New England Securities, NFP Securities, Inc., and Phoenix Equity Planning Corporation. Hunter is a Chartered Financial Consultant. Hunter specializes in Retirement Planning, College Savings, Estate Planning, Insurance and Annuities, and Business Succession Planning. Hunter holds a Series 63, Series 7, Series 1, and SIE licenses.
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 programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
10/14/2010 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
PA
05/05/2010 - 10/18/2010
NFP SECURITIES, INC. (MALVERN PA)
PA
05/09/1989 - 05/05/2010
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
CT
10/14/1992 - 10/22/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
10/26/1978 - 05/17/1989
TRAVELERS EQUITIES SALES, INC.
NA
10/26/1976 - 04/25/1985
TRAVELERS EQUITIES SALES, INC.
BC
Issued 08/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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