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 registered with Charles Schwab & CO., Inc. He is a registered representative in the state of California, with an active broker-dealer (BC) scope. He is also registered as an investment advisor representative (IA) in the state of California. William has been in the industry for over 4 years, having previously worked with Edward Jones. William holds Series 7, 66, and SIE licenses. His previous registration ended on December 17, 2019. He is currently licensed in 19 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
03/11/2021 - Present
Charles Schwab & CO., Inc. (Corona CA)
AZ
05/07/2019 - 12/17/2019
EDWARD JONES (TEMPE AZ)
BOTH
Issued 06/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure William Hunter is the right advisor for you? Invested Better is here to help.
