Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Russell Hall is a financial advisor with UBS Financial Services Inc. Jeremy has over 17 years of experience in the financial services industry, having previously worked at Morgan Stanley. Jeremy is licensed to provide investment advice in 46 states. Jeremy specializes in providing investment advice to individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and other institutional clients. Jeremy has expertise in providing financial planning, portfolio management, and retirement planning services.
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.
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.
See schedule d - miscellaneous
1
2
FL
08/12/2024 - Present
UBS Financial Services Inc. (TAMPA FL)
FL
11/20/2009 - 07/11/2024
MORGAN STANLEY (Tampa FL)
FL
02/26/2007 - 11/17/2009
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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