Unclaimed
Kylee Erin Hall is a financial advisor with over 16 years of experience in the financial industry. Kylee is currently registered with Healthcare Community Securities Corp. in Brewster, NY. Kylee has previously held positions with ADP BROKER-DEALER, INC. and LPL FINANCIAL LLC. Kylee's previous employment history also includes roles with NRP FINANCIAL, INC., PRINCOR FINANCIAL SERVICES CORPORATION, and Principal Securities, Inc. Kylee holds Series 66, SIE and Series 7 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
NY
05/01/2024 - Present
Healthcare Community Securities Corp. (Brewster NY)
NJ
10/26/2023 - 04/30/2024
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
01/13/2020 - 11/13/2023
LPL FINANCIAL LLC (TARRYTOWN NY)
NY
11/17/2017 - 01/21/2020
PRINCIPAL SECURITIES, INC. (Rye Brook NY)
NY
11/30/2010 - 10/20/2017
LPL FINANCIAL LLC (PEARL RIVER NY)
NY
11/30/2007 - 11/30/2010
NRP FINANCIAL, INC. (PEARL RIVER NY)
NY
01/26/2007 - 12/06/2007
PRINCOR FINANCIAL SERVICES CORPORATION (PURCHASE NY)
BOTH
Issued 08/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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