Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hal? Claim Your ProfileHal Anderson is a financial advisor with over 8 years of experience in the financial services industry. Hal is currently registered with Raymond James & Associates, Inc., a firm with over $433 billion in assets under management. Hal has a wide range of experience, including working with individuals, businesses, and institutions. Hal is also licensed to offer a variety of financial products and services, including investment advisory services, financial planning, and portfolio management.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/09/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CO
05/29/2020 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
05/15/2015 - 04/26/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BOTH
Issued 05/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/04/2021
Series 4 - Registered Options Principal Examination
BC
Issued 07/28/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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