Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana L. Hunter is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since November 20, 1990. Jana has a wide range of experience and holds several licenses, including Series 3, 6, 7, 24, 63, and 65. Jana has previously worked for several other firms including BANC of AMERICA INVESTMENT SERVICES, INC., GUNNALLEN FINANCIAL, INC, VAN KAMPEN FUNDS INC., MORGAN STANLEY & CO., INCORPORATED, MORGAN STANLEY DW INC., JGB INTERNATIONAL, INC., GREEN HILL FINANCIAL SERVICE CORPORATION, and VAN KAMPEN MERRITT INC.. Jana L. Hunter has a history of working with a diverse set of clients, including individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
07/20/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
MA
05/18/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
GA
09/01/2005 - 06/28/2007
GUNNALLEN FINANCIAL, INC (ATLANTA GA)
TX
03/02/2005 - 08/23/2005
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
09/26/2002 - 04/21/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
03/09/2001 - 07/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
08/11/1993 - 06/06/2000
JGB INTERNATIONAL, INC. (ATLANTA GA)
NA
03/06/1991 - 09/25/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
TX
07/12/1988 - 06/20/1990
VAN KAMPEN MERRITT INC. (HOUSTON TX)
IA
Issued 12/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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