Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hallie? Claim Your ProfileHallie Swayze Marshall is a financial advisor with Spire Wealth Management, LLC. Hallie has been in the industry since 2013 and is registered with FINRA and the state of Mississippi. Hallie is licensed to offer securities and investment advisory services in Mississippi and Virginia. Hallie is also a Registered Representative of Spire Securities and offers a variety of financial planning services to her clients. These include retirement planning, insurance, estate planning and divorce planning services. Hallie previously worked for LPL Financial, LLC, Commonwealth Financial Network, Morgan Stanley and Coker & Palmer. Hallie specializes in working with individuals and corporations.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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
MS
04/24/2024 - Present
Spire Wealth Management, LLC (Silver City MS)
LA
06/07/2018 - 10/27/2021
LPL FINANCIAL LLC (NEW ORLEANS LA)
LA
05/29/2015 - 02/14/2018
COMMONWEALTH FINANCIAL NETWORK (Metairie LA)
LA
08/11/2014 - 06/05/2015
LPL FINANCIAL LLC (METAIRIE LA)
MS
04/23/2013 - 01/30/2014
MORGAN STANLEY (RIDGELAND MS)
MS
05/30/2012 - 04/19/2013
COKER & PALMER (JACKSON MS)
MS
11/16/2011 - 12/06/2011
NYLIFE SECURITIES LLC (RIDGELAND MS)
BC
Issued 08/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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