Unclaimed
Don Clay Hall is a financial professional with over 40 years of experience in the industry. Don currently works at Cetera Investment Advisers LLC, with a branch office in Johnstown, PA. Prior to his current position, Don worked at VOYA FINANCIAL ADVISORS, INC. and Locust Street Securities, Inc. Don is registered as an investment advisor representative in the state of Pennsylvania and has a series 7, Series 6, Series 22, and Series 63 license. Don also has a SIE exam. Don has experience working with individuals, businesses, pension and profit sharing plans, and charitable organizations. Don is committed to providing comprehensive financial planning and investment management services to help his clients achieve their financial goals.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (JOHNSTOWN PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (JOHNSTOWN PA)
IA
03/16/1991 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
10/13/1982 - 12/04/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 02/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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