Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Elbert Hunt, Jr. is a registered representative of Wells Fargo Clearing Services, LLC. James Hunt has been in the securities industry since February 10, 2004. James Hunt is also registered in the state of Iowa. James Hunt is registered with 32 states as an investment advisor representative, and is a Series 7 and Series 66 licensed professional. The firm has approximately $10 billion - $50 billion in assets under management. The firm offers financial planning, investment consulting, and portfolio management services to individuals and institutions.
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.
Investment consulting services to institutional clients
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.
1
2
IA
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (MARSHALLTOWN IA)
IA
02/11/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MARSHALLTOWN IA)
BOTH
Issued 03/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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