Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hunter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., where he is a registered representative. William's investment experience started in 1992. William is licensed to provide financial advice in 53 states and districts, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. William has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since September 2010. Prior to that, William was associated with Fidelity Brokerage Services LLC, National Financial Services Corporation and Fidelity Investments Institutional Services Company, Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
08/04/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
RI
01/16/1992 - 04/09/2010
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
07/18/1990 - 12/31/1991
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NA
01/13/1988 - 06/02/1988
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
BC
Issued 01/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1991
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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