Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter Steven Hamm is an investment advisor representative with Rockefeller Financial LLC and Rockefeller Capital Management. Hunter has been in the securities industry for over 20 years. Hunter is licensed in over 40 states and holds the Series 7, Series 27, Series 63 and Series 66 licenses. Hunter specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Hunter offers a variety of financial planning, portfolio management, and other advisory services.
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.
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2
GA
01/10/2022 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
02/10/2012 - 01/27/2022
MORGAN STANLEY (Atlanta GA)
GA
10/29/2010 - 02/22/2012
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
05/02/2008 - 11/05/2010
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
12/04/2001 - 03/13/2007
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BOTH
Issued 05/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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