Unclaimed
James R Hunter is a financial professional with over 18 years of experience in the securities industry. James has been with Fifth Third Securities, Inc. since 2005. James holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. James's clients include high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and individuals other than high-net-worth. James provides financial planning services, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
KY
06/03/2022 - Present
Fifth Third Securities, Inc. (HENDERSON KY)
IN
01/14/2005 - 08/31/2011
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
IA
Issued 3/9/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/7/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/2021
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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