Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Macgregor? Claim Your ProfileMacgregor Hunter is a financial advisor with over 40 years of experience in the industry. Currently registered with Stifel, Nicolaus & Company, Inc., Macgregor has previously worked with a variety of firms including D.A. Davidson & Co., Crowell Weedon & Co., and Drexel Burnham Lambert Incorporated. Macgregor holds a Series 7, Series 63, and Series 66 license and specializes in offering financial planning, pension consulting, portfolio management, and selection of other advisors. Macgregor is committed to providing personalized financial advice and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/17/2014 - Present
Stifel, Nicolaus & Company, Inc. (CARLSBAD CA)
CA
11/25/2013 - 01/22/2014
D.A. DAVIDSON & CO. (CARLSBAD CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (CARLSBAD CA)
CA
01/05/1987 - 11/04/2013
CROWELL, WEEDON & CO. (CARLSBAD CA)
NA
04/02/1986 - 01/07/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
04/29/1982 - 04/16/1986
MILLER & SCHROEDER FINANCIAL, INC.
BOTH
Issued 08/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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