Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hallbrook? Claim Your ProfileHallbrook Polite is a financial advisor with over 20 years of experience in the industry. Hallbrook is currently registered with J.P. Morgan Securities LLC and has been with the firm since August 2022. Prior to joining J.P. Morgan Securities LLC, Hallbrook worked at Thrivent Investment Management Inc. and Legend Equities Corporation. Hallbrook is also registered as an investment advisor in the states of Alabama, Georgia, and Texas. Hallbrook specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations. Hallbrook also has experience working with charitable organizations, insurance companies, and labor unions. Hallbrook is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and 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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
11/14/2022 - Present
J.p. Morgan Securities LLC (Atlanta GA)
AL
03/12/2021 - 02/11/2022
THRIVENT INVESTMENT MANAGEMENT INC. (HUNTSVILLE AL)
GA
07/25/2002 - 11/04/2013
LEGEND EQUITIES CORPORATION (STONE MOUNTAIN GA)
TX
01/02/2000 - 08/01/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
01/02/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 04/02/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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