Unclaimed
Steven Hunter is a financial advisor with over 25 years of experience in the industry. Steven has a strong track record of providing financial advice to individuals, families, and businesses. Steven is a registered representative of Janney Montgomery Scott LLC and is licensed in Georgia and New York. Steven holds Series 7, 63, and 28 licenses and has experience in a wide range of financial services, including investment management, financial planning, and retirement planning. Steven is committed to helping his clients achieve their financial goals. Steven previously worked at TM Capital LLC, Croft & Bender, LP, BMO Capital Markets Corp., Greene Holcomb & Fisher LLC, Morgan Keegan & Company, Inc., Breckenridge Securities Corp., G.C. Securities, L.L.C., Robertson Stephens, Inc., and The Robinson-Humphrey Company, 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.
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.
Fee plus commission
1
2
GA
05/24/2024 - Present
Janney Montgomery Scott LLC (Atlanta GA)
GA
10/25/2017 - 06/19/2024
TM CAPITAL LLC (ATLANTA GA)
GA
04/12/2017 - 10/03/2017
CROFT & BENDER, LP (ATLANTA GA)
GA
08/01/2016 - 04/06/2017
BMO CAPITAL MARKETS CORP. (Atlanta GA)
GA
04/17/2012 - 08/03/2016
GREENE HOLCOMB & FISHER LLC (ATLANTA GA)
GA
08/25/2006 - 04/19/2012
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
02/11/2005 - 08/18/2006
BRECKENRIDGE SECURITIES CORP. (ATLANTA GA)
GA
02/13/2004 - 08/03/2004
G.C. SECURITIES, L.L.C. (ATLANTA GA)
CA
04/12/2000 - 07/23/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
GA
10/15/1996 - 04/19/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 04/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2003
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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