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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Donald Hall is a financial advisor with over 40 years of experience. Jeffrey has been with RBC Capital Markets, LLC since 2009 and has a proven track record of success in providing investment advice to a variety of clients, including individuals, families, businesses, and institutions. Jeffrey holds the Series 7, Series 8, Series 9, Series 10, Series 63, and Series 65 licenses. Jeffrey also has experience at Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
PA
03/30/2017 - Present
RBC Capital Markets, LLC (CONSHOHOCKEN PA)
PA
02/21/2006 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
03/01/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/03/2000 - 03/04/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
03/31/1999 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MD
09/01/1997 - 04/06/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
07/24/1987 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
11/26/1979 - 07/31/1987
BUTCHER & SINGER INC.
IA
Issued 10/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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