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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Hunt is an active investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeremy Hunt is also registered with the states of Florida and Texas. He has a Series 65 (Uniform Investment Adviser Law Examination), a Series 63 (Uniform Securities Agent State Law Examination), a Series 7TO (General Securities Representative Examination), a SIE (Securities Industry Essentials Examination) and a Series 7 (General Securities Representative Examination). Jeremy Hunt has experience at other firms including LPL FINANCIAL LLC, RAYMOND JAMES & ASSOCIATES, INC., MORGAN STANLEY and MORGAN STANLEY SMITH BARNEY. Jeremy Hunt has been working in the securities industry since May 10, 2016.
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
FL
03/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
CA
08/29/2016 - 06/17/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
FL
10/02/2015 - 07/19/2016
RAYMOND JAMES & ASSOCIATES, INC. (CLEARWATER FL)
FL
12/17/2012 - 10/09/2015
MORGAN STANLEY (PALM HARBOR FL)
FL
04/11/2012 - 06/29/2012
MORGAN STANLEY SMITH BARNEY (PALM HARBOR FL)
IA
Issued 02/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2012
Series 7 - General Securities 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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