Unclaimed
Marcus Hunter is a financial advisor with Steward Partners Investment Advisory, LLC. Marcus has over 20 years of experience in the financial services industry. Marcus has a Series 6, 7, 10, 24, 26, 52, 53, 63, 65, and 99 license. Marcus is registered with the state of Oregon and Utah. Marcus specializes in financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
09/04/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
UT
10/28/2021 - 01/11/2022
E*TRADE SECURITIES LLC (South Jordan UT)
UT
01/21/2020 - 10/28/2021
MORGAN STANLEY (SOUTH JORDAN UT)
NV
11/21/2014 - 08/01/2019
MORGAN STANLEY (RENO NV)
UT
01/03/2011 - 10/16/2014
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
12/03/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
12/10/2002 - 08/24/2010
METLIFE SECURITIES INC. (SANDY UT)
UT
12/10/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SANDY UT)
IA
Issued 6/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/2/2014
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 9/30/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/8/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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