Unclaimed
Jack Hall is a financial advisor with Eagle Strategies LLC. Jack has been in the financial industry since 1996 and has experience in both broker-dealer and investment advisory roles. Jack is licensed to provide securities and investment advisory services in 23 states, including New Mexico, Texas, and Wyoming. Jack is a Series 6, 7, 24, 63, and 66 licensed professional.
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.
1
2
NM
01/05/2023 - Present
Eagle Strategies LLC (ALBUQUERQUE NM)
BOTH
Issued 5/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 2/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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