Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scot? Claim Your ProfileScot Laurence Hunter is a Registered Investment Advisor with Corient. Scot has been in the industry for over 20 years, having previously worked with MML Investors Services, Inc., Lockwood Financial Services, Inc., Nathan & Lewis Securities, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Scot is registered in Colorado, Florida and Texas. Scot offers financial planning, educational seminars, selection of other advisors, and portfolio management services. Scot has specialized in working with individuals, corporations or other businesses, charitable organizations, high net worth individuals, pension and profit sharing plans, and insurance companies. Scot has worked with clients in Weston, FL, Miami, FL, Malvern, PA, and New York, NY.
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.
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.
% of assets under advisement
1
2
FL
08/16/2024 - Present
Corient (Weston FL)
FL
03/12/2003 - 09/25/2008
MML INVESTORS SERVICES, INC. (WESTON FL)
PA
10/08/1999 - 05/08/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
10/12/1999 - 04/14/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
11/20/1985 - 09/01/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/20/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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