Unclaimed
Laina Hall is a registered investment advisor representative in Illinois. Laina is currently registered with LPL Financial LLC and has been in the industry since 2024. Laina also provides administrative support to Modern Capital Concepts, an independent investment advisor firm. Laina has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Laina is a financial advisor with experience in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
IL
05/29/2024 - Present
LPL Financial LLC (CHICAGO IL)
BOTH
Issued 04/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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