Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J Hunter is a financial professional with over 25 years of experience in the securities industry. William is currently registered with Westwood Management Corp. as an Investment Adviser Representative. Previously, William was a Registered Representative with Invesco Distributors, Inc., Van Kampen Funds Inc., Kemper Distributors, Inc., Liberty Financial Investments, Inc., Liberty Securities Corporation, R A F Financial Corporation and L.C. Wegard & Co., Inc. William specializes in providing financial advice to individuals, businesses, investment companies and pooled investment vehicles. William holds both Series 7 and Series 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice and licensing
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.
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.
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2
TX
11/01/2019 - Present
Westwood Management Corp. (DALLAS TX)
TX
06/01/2010 - 05/31/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
03/19/1999 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
08/19/1998 - 03/18/1999
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
MA
10/02/1997 - 03/19/1998
LIBERTY FINANCIAL INVESTMENTS, INC. (BOSTON MA)
NY
04/10/1996 - 12/31/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CO
11/15/1995 - 02/29/1996
R A F FINANCIAL CORPORATION (DENVER CO)
NY
06/12/1995 - 11/14/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 03/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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