Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ellen Hall is an Investment Advisor Representative with Cetera Investment Advisers LLC in Auburn, Massachusetts. Mary Ellen has been in the industry since 1999 and has a background in both investment advisory and tax preparation. She has held various positions with Cetera Financial Specialists LLC and Lincoln Financial Advisors Corporation prior to joining Cetera Investment Advisers LLC in 2016. Mary Ellen is licensed to provide investment advisory services in Massachusetts. She holds Series 6, 63, and 65 licenses, as well as the SIE exam. Mary Ellen is a Registered Enrolled Agent and enjoys helping individuals with tax planning and preparation. She is also a member of the Auburn Profit Rockets, a chapter of BNI.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
09/02/2016 - Present
Cetera Investment Advisers LLC (AUBURN MA)
MA
08/30/2016 - 12/31/2023
CETERA FINANCIAL SPECIALISTS LLC (AUBURN MA)
IN
06/16/2016 - 09/07/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
01/21/2000 - 06/10/2016
CETERA FINANCIAL SPECIALISTS LLC (AUBURN MA)
IA
Issued 12/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Mary Hall is the right advisor for you? Invested Better is here to help.
