Unclaimed
John Hall is a financial advisor with over 15 years of experience in the industry. John is currently registered with Wealth Enhancement Advisory Services, LLC, and has been working with them since December 2021. John is also a Registered Investment Advisor (RIA) with Wealth Enhancement Advisory Services, LLC. John has a broad range of experience, including working with individuals, businesses, and retirement plans. John is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NC
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (Charlotte NC)
NC
12/02/2011 - 12/07/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NC
01/27/2010 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
06/04/2007 - 01/07/2010
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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