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Jean Marie Hall

Lifemark Securities Corp.

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About Jean Marie Hall

Jean Marie Hall is a financial advisor with Lifemark Securities Corp. in Garden City, New York. Jean Marie Hall has been in the financial services industry for over 20 years and holds the Series 7, Series 66, and SIE licenses. Jean Marie Hall's previous experience includes roles at Foresters Equity Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lifemark Securities Corp. provides financial planning, portfolio management for individuals, and selection of other advisors. Jean Marie Hall has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Jean Hall is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jean Hall’s Registration & Firm History

NY

11/03/2018 - Present

Lifemark Securities Corp. (Garden City NY)

CA

06/16/2014 - 11/08/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NY

08/15/2003 - 01/22/2014

METLIFE SECURITIES INC. (GARDEN CITY NY)

NY

08/15/2003 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (GARDEN CITY NY)

NY

09/19/2000 - 12/19/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/29/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jean Marie Hall.
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