Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen Hall is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with United Planners' Financial Services of America A Limited Partner. Prior to this, Mark worked at Meridian United Capital, LLC, Triad Advisors, Inc., Prudential Securities Incorporated, Smith Barney Shearson Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Mark offers financial planning, portfolio management, and selection of other advisors services to individuals, high-net-worth individuals, corporations, and charitable organizations. Mark holds a Series 7, Series 24, Series 31, Series 63, Series 65, and Series 66 licenses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
AZ
04/04/2023 - Present
United Planners' Financial Services OF America A Limited Partner (PARADISE VALLEY AZ)
AZ
03/24/2006 - 07/23/2012
MERIDIAN UNITED CAPITAL, LLC (PARADISE VALLEY AZ)
GA
07/19/2002 - 07/18/2003
TRIAD ADVISORS, INC. (ATLANTA GA)
NY
02/28/1994 - 01/22/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 03/09/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/22/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 05/03/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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