Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Hunter is a financial advisor registered with UBS Financial Services Inc. Jeffrey has been in the industry since 1990 and has been with UBS Financial Services Inc. since November 2007. Jeffrey is registered in 38 states and has a total of 40 registrations including broker-dealer, investment adviser and state registrations. Jeffrey also holds a Series 63, Series 65, Series 7 and Series 3 licenses, demonstrating a broad knowledge of the securities industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/26/2018 - Present
UBS Financial Services Inc. (LOS ANGELES CA)
CA
09/11/1990 - 11/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
UT
01/26/1990 - 08/07/1990
FIRST SECURITY DISCOUNT BROKERAGE,INC. (SALT LAKE CITY UT)
IA
Issued 10/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/28/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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