Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dale Hall is a financial advisor registered with Gateway Wealth Partners, LLC. Eric is also a registered investment advisor with the state of Wisconsin. Eric has over 20 years of experience in the financial services industry. Eric holds the Series 7, Series 31, and Series 66 securities licenses. Eric has been registered with Gateway Wealth Partners, LLC since 2022. Previously, Eric was a registered representative with Sagepoint Financial, Inc. and Commonwealth Financial Network, among others. Eric provides financial planning and investment management services to individuals, families, and businesses. Eric’s specialties include retirement planning, college savings planning, and estate planning. Eric is committed to helping 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.
Helps you choose top advisors aligned with your financial goals.
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.
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WI
10/06/2022 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
WI
08/01/2016 - 02/14/2018
SII INVESTMENTS, INC. (APPLETON WI)
WI
09/22/2011 - 08/08/2016
SAGEPOINT FINANCIAL, INC. (APPLETON WI)
WI
10/28/2008 - 09/23/2011
COMMONWEALTH FINANCIAL NETWORK (APPLETON WI)
WI
03/03/2006 - 08/20/2008
M&I FINANCIAL ADVISORS, INC (APPLETON WI)
WI
01/09/2003 - 02/16/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON WI)
BOTH
Issued 11/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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