Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hal? Claim Your ProfileHal Philip Masover is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Hal has been in the securities industry since November 8, 1998. Hal has passed the Series 3, 4, 7, 22, 63, and 66 exams and is registered with the states of Florida, Iowa, New York, and Wisconsin. Hal also has experience with Financial West Group and Capital Management Partners, Inc. Hal is also the president of Investment Insights, Inc., a securities DBA, and is a managing member of Mahalakshmi LLC, which holds non-qualified investments. Hal provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
07/08/2015 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
IA
04/20/2000 - 07/08/2015
FINANCIAL WEST GROUP (FAIRFIELD IA)
NA
09/20/1988 - 03/01/1990
CAPITAL MANAGEMENT PARTNERS, INC.
BOTH
Issued 06/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/13/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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