Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack J Hallak is a financial advisor with LPL Enterprise, LLC. Jack has been in the financial services industry since October 4, 2007. Jack is registered with FINRA and the state of New Jersey and New York. Jack has previously worked for Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chase Investment Services Corp.. Jack holds Series 6, 7, 63 and 66 licenses. Jack is a financial advisor, and offers other non-discretionary advisory services, financial planning, educational seminars, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NJ
11/14/2024 - Present
LPL Enterprise, LLC (PARAMUS NJ)
NJ
12/20/2018 - 03/24/2021
MORGAN STANLEY (LITTLE FALLS NJ)
NJ
01/09/2017 - 02/28/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NY
02/13/2001 - 12/20/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 03/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jack Hallak is the right advisor for you? Invested Better is here to help.
