Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Milton Hunter is a financial advisor with Kovitz Investment Group Partners, LLC in Chicago, Illinois. Joel has been in the industry since 2013. Joel is a Certified Financial Planner and has the Series 7 and Series 63 licenses. Joel has been registered with the state of Illinois since 2018. Prior to joining Kovitz Investment Group Partners, LLC, Joel was employed by Kovitz Securities, LLC. Kovitz Investment Group Partners, LLC is a firm that provides financial planning, portfolio management, and other services to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
05/26/2021 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
06/04/2018 - 11/30/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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