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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald William Hall is a financial advisor with over 25 years of experience in the financial services industry. Gerald has a strong background in both brokerage and investment advisory services, having worked for several prominent firms including Merrill Lynch and Raymond James Financial Services, Inc. Gerald is currently a Registered Representative and Investment Advisor Representative with Hbks Wealth Advisors, a Registered Investment Advisor headquartered in Erie, Pennsylvania, where Gerald has worked since 2016. Hbks Wealth Advisors provides financial planning and investment management services to a diverse client base, including individuals, families, businesses, and non-profit organizations. Gerald holds multiple securities licenses, including Series 7, 6, 63, and 65, and is also a Series 51 and 24 Principal. Gerald is a valuable resource for clients seeking guidance on a wide range of financial matters.
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.
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.
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2
NY
11/09/2017 - Present
Hbks Wealth Advisors (Fredonia NY)
NY
11/06/2002 - 05/03/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (FREDONIA NY)
NY
02/20/1997 - 11/07/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
01/03/1995 - 11/29/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/03/1995 - 11/29/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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