Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jim? Claim Your ProfileJim Ernest Hunter is an investment advisor representative with Osaic Wealth, Inc. Jim has been in the industry for over 30 years. He offers a range of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. Jim has a strong track record of success in helping clients 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.
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.
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KY
06/19/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
11/12/2004 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
IN
03/06/1992 - 11/16/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/06/1992 - 11/16/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
09/20/1991 - 01/15/1992
MONY SECURITIES CORP. (NEW YORK NY)
NE
12/04/1990 - 06/13/1991
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
BC
Issued 11/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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