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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Shane Hunter is a financial advisor with The Colony Group, LLC, and Gratus Capital, LLC. Joshua has been in the financial services industry for over 20 years. Joshua has worked for Wells Fargo Clearing Services, LLC, Multi-Financial Securities Corporation, and Valmark Securities, Inc.. Joshua holds the Series 6, 7, 63, 65 and 66 licenses. Joshua specializes in helping individuals, families, and businesses with their financial planning needs.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
GA
08/01/2024 - Present
THE Colony Group, LLC (Atlanta GA)
GA
10/13/2014 - 05/08/2018
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
CO
06/03/2004 - 12/17/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
11/14/2001 - 10/15/2002
VALMARK SECURITIES, INC. (AKRON OH)
BOTH
Issued 11/10/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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