Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hal? Claim Your ProfileHal Greer has been active in the financial industry since 1990 and is a registered Investment Advisor Representative with Wellington Consulting Services Inc. Currently, Hal is a retirement plan record keeper for Everington Consulting, Inc. Hal Greer has experience with individuals, other than high net worth individuals. Hal is also experienced with high net worth individuals. Prior to joining Wellington Consulting Services Inc., Hal Greer was a registered representative with UBS PaineWebber Inc., Friedman, Billings, Ramsey & Co., Inc., First Southeastern Securities Group, Incorporated, Meridian, Dunhill & Co., Inc., Alex. Brown & Sons Incorporated, Olde Discount Corporation, Waterhouse Securities, Inc., F.N. Wolf & Co., Inc., Biltmore Securities, Inc, and The Stuart-James Company, Incorporated. Hal Greer has successfully passed the Series 7, Series 63 and Series 65 exams. Wellington Consulting Services Inc. provides portfolio management services to individuals, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
01/04/2017 - Present
Wellington Consulting Services Inc. (CHANTILLY VA)
NJ
03/31/2000 - 04/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
CA
10/30/1997 - 03/31/2000
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
FL
01/18/1995 - 10/30/1997
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
NA
01/07/1994 - 03/15/1995
MERIDIAN, DUNHILL & CO., INC.
NA
02/16/1993 - 01/03/1994
ALEX. BROWN & SONS INCORPORATED
MI
12/07/1992 - 01/30/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
NE
07/12/1991 - 11/24/1992
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NA
02/12/1991 - 06/13/1991
F.N. WOLF & CO., INC.
FL
11/28/1990 - 02/07/1991
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
CO
07/16/1990 - 11/24/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 10/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1990
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Hal Greer is the right advisor for you? Invested Better is here to help.
