Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Halle? Claim Your ProfileHalle MacErelli is a financial advisor registered with Cetera Investment Advisers LLC, based in PARRISH, FL. Halle has over 5 years of experience in the financial services industry. Previously, Halle was affiliated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO CLEARING SERVICES, LLC, PRIVATE CLIENT SERVICES, LLC and LPL FINANCIAL LLC. Halle holds the Series 66, Series 7 and SIE licenses. Halle also has experience working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and state or municipal government entities.
PARRISH, FL
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
FL
04/07/2023 - Present
Cetera Investment Advisers LLC (PARRISH FL)
FL
06/07/2021 - 02/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
07/15/2019 - 04/28/2021
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
PA
08/02/2018 - 07/09/2019
PRIVATE CLIENT SERVICES, LLC (McMurray PA)
PA
05/14/2018 - 08/03/2018
LPL FINANCIAL LLC (BETHEL PARK PA)
BOTH
Issued 4/1/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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