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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 Norwood Hall is an active investment advisor representative with LPL Financial LLC, having joined the firm in November 2019. Prior to that, Jeffrey Norwood Hall was registered with Winslow, Evans & Crocker, Inc. from June 2002 until November 2019, and Goldk Investment Services, Inc from March 2001 to June 2002. Jeffrey Norwood Hall has been in the financial services industry since October 1999. Jeffrey Norwood Hall is licensed to provide investment advice in 11 states: Florida, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, and Massachusetts.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
11/13/2019 - Present
LPL Financial LLC (NORWOOD MA)
MA
06/05/2002 - 11/27/2019
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
03/16/2001 - 06/03/2002
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
IA
07/28/1999 - 12/22/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 10/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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