Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hunter is a financial advisor at TD Private Client Wealth LLC. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is registered with the state of Pennsylvania. He is also licensed to sell securities in Delaware, Florida, Texas and Pennsylvania. Jeffrey offers financial planning, portfolio management, and other advisory services to individuals, families, and businesses. He previously worked for Wells Fargo Advisors, LLC, Wachovia Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
12/23/2013 - Present
TD Private Client Wealth LLC (EXTON PA)
PA
10/20/2010 - 11/21/2013
WELLS FARGO ADVISORS, LLC (RADNOR PA)
MO
02/03/2005 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/12/2000 - 02/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/08/1996 - 02/29/2000
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 04/18/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Hunter is the right advisor for you? Invested Better is here to help.
