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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Hauch Hall is a financial professional with over 20 years of experience in the industry. Benjamin is currently registered with M Holdings Securities, Inc. and LRI Investments. Benjamin has a broad range of experience providing financial services to individuals, businesses, and retirement plans. Benjamin is a Chartered Financial Consultant and is licensed to provide financial services in multiple states. Benjamin offers a variety of financial services including portfolio management, financial planning, and educational seminars. Benjamin has a deep understanding of the financial markets and is committed to providing his clients with personalized service.
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.
1
2
PA
08/18/2023 - Present
M Holdings Securities, Inc. (Wallingford PA)
PA
04/07/2006 - 03/05/2013
PRINCOR FINANCIAL SERVICES CORPORATION (KING OF PRUSSIA PA)
IA
05/07/2008 - 09/25/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
PA
06/04/2003 - 03/16/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
OR
02/12/2001 - 05/30/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
BC
Issued 02/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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