Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hal? Claim Your ProfileHal Lettice is a financial advisor with over 24 years of experience in the industry. He is currently registered with Osaic Wealth, Inc., and previously held registrations with Securities America, Inc., Invest Financial Corporation, and Veravest Investments, Inc. Hal holds Series 6, 7, 63, and 65 licenses. His areas of specialization include financial planning, portfolio management, and pension consulting. Hal has a long history of serving clients in Federal Way, WA and surrounding areas. He is dedicated to helping individuals and families reach 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.
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.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (FEDERAL WAY WA)
WA
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (FEDERAL WAY WA)
WA
11/21/2003 - 12/05/2017
INVEST FINANCIAL CORPORATION (FEDERAL WAY WA)
MA
08/29/2002 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MN
04/19/1999 - 08/22/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 11/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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