Unclaimed
Hunter Schmeltzer is a financial advisor with Raymond James Financial Services Advisors, Inc. Hunter has over 2 years of experience in the financial industry, and is registered with the state of Ohio as both a Registered Representative (Series 63 & 66) and an Investment Advisor Representative. Hunter has passed the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE) as part of his financial industry qualifications. Hunter has previously worked with Northcoast Research Partners, LLC, and Charles Schwab & Co., Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/08/2024 - Present
Raymond James Financial Services Advisors, Inc. (MENTOR OH)
OH
04/27/2022 - 12/31/2023
NORTHCOAST RESEARCH PARTNERS, LLC (CLEVELAND OH)
OH
06/18/2021 - 04/18/2022
CHARLES SCHWAB & CO., INC. (Richfield OH)
BOTH
Issued 06/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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