Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Hall has been in the financial services industry since 2007 and is a registered representative of Raymond James Financial Services Advisors, Inc. Brian is currently registered in 28 states for both securities and investment advisory services. He has a variety of designations and specializes in several areas of financial planning and investment services. Brian is committed to providing his clients with personalized advice and investment strategies. Brian also owns and operates a rental property business and holds a non-variable insurance agent license.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ALTOONA PA)
BOTH
Issued 04/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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