Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hall is a financial advisor with over 20 years of experience in the industry. Michael is registered to offer securities and investment advisory services in 52 states and the District of Columbia. Michael is currently affiliated with Rockefeller Financial LLC and Rockefeller Capital Management. Michael's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting. Michael has a strong track record of helping clients 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.
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.
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GA
01/18/2019 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
08/08/2016 - 01/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
11/07/1996 - 01/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
IA
Issued 12/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 11/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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