Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Hunter is a financial advisor with over 20 years of experience in the financial services industry. Wesley has held various roles at prominent firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Currently, Wesley is registered with Bison Wealth, LLC dba QTR Family Wealth and Metric Financial, Inc. Wesley provides financial planning, portfolio management and pension consulting to individuals, families, businesses and charitable organizations. Wesley is licensed to provide financial advice in the state of Florida.
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.
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2
FL
06/30/2022 - Present
Bison Wealth, LLC (Lake Mary FL)
FL
06/09/2022 - 05/30/2024
METRIC FINANCIAL, LLC (Lake Mary FL)
FL
10/23/2009 - 05/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE MARY FL)
FL
06/05/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
MO
07/17/2001 - 05/23/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 07/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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