Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Halsey is a financial advisor who has been in the industry since 2002. Hugh is currently registered as an Investment Advisor Representative with Belpointe Asset Management LLC in Merritt Island, FL. Previously Hugh was registered with G.A. Reppe & Company, First Allied Securities, Inc. and Raymond James Financial Services, Inc.. Hugh has passed the Uniform Combined State Law Examination, the Futures Managed Funds Examination, and the General Securities Representative Examination. Hugh holds a license in the state of Florida.
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.
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
08/26/2016 - Present
Belpointe Asset Management LLC (Merritt Island FL)
FL
09/23/2011 - 07/01/2014
G. A. REPPLE & COMPANY (CASSELBERRY FL)
FL
04/08/2009 - 08/01/2011
FIRST ALLIED SECURITIES, INC. (MERRITT ISLAND FL)
FL
04/11/2003 - 04/06/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (COCOA BEACH FL)
NY
05/01/2002 - 04/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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