Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Farnham Hall is a financial advisor with Eagle Strategies LLC. Gerald has been working in the financial industry since 1977. Gerald is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC and has series 63, 7TO, SIE, and 1 licenses. Gerald also holds the Chartered Financial Consultant designation. Gerald is a board member for Southeast Massachusetts Council on Addiction and the University of Massachusetts Foundation Board. Gerald has previously worked at NEW ENGLAND SECURITIES CORPORATION, LINSCO FINANCIAL GROUP, INC., HANOVER CONCEPTS, INC., CARDELL & ASSOCIATES, INCORPORATED, NEL EQUITY SERVICES CORPORATION, NEW YORK LIFE SECURITIES CORP., and NEW YORK LIFE VARIABLE CONTRACTS CORPORATION.
WESTPORT, MA
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.
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
MA
02/28/2013 - Present
Eagle Strategies LLC (WESTPORT MA)
NA
10/26/1987 - 10/05/1988
NEW ENGLAND SECURITIES CORPORATION
NA
02/03/1987 - 09/22/1987
LINSCO FINANCIAL GROUP, INC.
NA
10/29/1986 - 02/04/1987
HANOVER CONCEPTS, INC.
NA
04/03/1986 - 10/31/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
05/25/1984 - 04/28/1986
NEL EQUITY SERVICES CORPORATION
NA
10/13/1982 - 01/14/1985
NEW YORK LIFE SECURITIES CORP.
NA
08/08/1974 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
BC
Issued 10/2/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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