Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter William Bailey is a financial professional with over 40 years of experience in the financial services industry. Hunter is registered with Osaic Wealth, Inc. and is currently licensed to provide securities and investment advisory services in 28 states. Prior to joining Osaic Wealth, Inc. Hunter was a registered representative with Securities America, Inc. and Planned Investments Inc. Hunter holds the Series 6, 7, 24, and 63 licenses as well as the SIE exam. Hunter specializes in providing financial planning and investment management services to individuals, corporations, and non-profit organizations. Hunter is also the author of the book "Wealth Strategies-investing for your retirement".
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (GRASS VALLEY CA)
CA
01/05/1993 - 06/14/2024
SECURITIES AMERICA, INC. (CITRUS HEIGHTS CA)
GA
08/04/1986 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
09/30/1982 - 08/05/1986
FINANCIAL PLANNERS EQUITY CORPORATION
NA
12/17/1980 - 09/27/1982
IDS LIFE INSURANCE COMPANY
NA
12/17/1980 - 09/27/1982
IDS MARKETING CORPORATION
NA
12/17/1980 - 09/27/1982
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 03/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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