Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Raymond Hunt is a financial advisor registered with Avantax Advisory Services, an investment advisor headquartered in Dallas, Texas. Jay has been in the financial services industry since December 2004. He is licensed in West Virginia and offers investment advisory services through Avantax Advisory Services. Jay has experience working with a variety of clients, including individuals, businesses, and retirement plans. He is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WV
01/07/2021 - Present
Avantax Advisory Services (Wheeling WV)
PA
10/29/2007 - 07/01/2011
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
01/21/2005 - 09/11/2007
NATCITY INVESTMENTS, INC. (HOPWOOD PA)
MN
04/12/2000 - 01/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/17/2000 - 01/07/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/17/2000 - 03/21/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/28/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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