Unclaimed
Robert Steven Hunt is an active Registered Representative and Investment Adviser Representative. Robert has been in the industry since December 20, 1996. Robert currently works for J.P. Morgan Securities LLC in the San Francisco, California branch office. Prior to joining J.P. Morgan Securities LLC, Robert has worked for firms such as E*TRADE Securities LLC, Morgan Stanley, TD Ameritrade, Inc. and Fidelity Brokerage Services LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
01/23/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
03/03/2020 - 08/14/2023
E*TRADE SECURITIES LLC (ROLLING HILLS CA)
CA
01/03/2023 - 08/11/2023
MORGAN STANLEY (ROLLING HILLS CA)
CA
01/15/2014 - 01/31/2020
TD AMERITRADE, INC. (SAN FRANCISCO CA)
NY
08/30/2011 - 01/02/2014
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
CA
03/12/2010 - 08/01/2011
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
07/11/2006 - 06/11/2009
HSBC SECURITIES (USA) INC. (SAN FRANCISCO CA)
CA
05/21/2004 - 04/06/2006
CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)
TX
09/12/1995 - 03/09/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/01/1994 - 03/23/1995
AMERICORP SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 03/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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