Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hal? Claim Your ProfileHal Vincent Caprara is a registered investment advisor representative with BCG Securities, Inc. Hal has been in the financial services industry since November 2004. Hal is registered to provide investment advice in Illinois, Pennsylvania and Virginia. Hal is also a registered representative with FINRA. Hal Vincent Caprara has worked with a number of other firms including Lincoln Investment and Great American Advisors, Inc. Prior to that, Hal worked with ING Financial Advisors, LLC. Hal is based in Wexford, Pennsylvania and offers financial planning and investment management services to individuals, families, and businesses. Hal also provides selection of other advisors services. Hal also owns and manages real estate properties in addition to managing Landmark Tax & Accounting Services.
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.
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.
1
2
PA
02/11/2021 - Present
BCG Securities, Inc. (Wexford PA)
PA
08/02/2010 - 06/18/2015
LINCOLN INVESTMENT (WEXFORD PA)
PA
12/23/2009 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (WEXFORD PA)
PA
11/02/2004 - 01/12/2010
ING FINANCIAL ADVISERS, LLC (WEXFORD PA)
BOTH
Issued 01/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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