Unclaimed
Ryan Hunter is a financial professional with over 20 years of experience in the industry. Ryan is a registered representative with Wells Fargo Clearing Services, LLC, and holds several professional licenses and designations, including Series 7, Series 10, Series 52, and Series 63. Ryan is also a registered investment advisor representative in California. Ryan's previous experience includes working at Wells Fargo Investments, LLC, ING Funds Distributor, LLC, and H&R Block Financial Advisors, Inc. Ryan provides a range of financial services to individuals, families, and businesses, including financial planning, portfolio management, and investment consulting.
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.
Investment consulting services to institutional clients
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
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
11/10/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
CT
07/23/2001 - 11/12/2003
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
MI
02/25/1997 - 07/20/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe 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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