Unclaimed
Michael Hall is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Eagle Strategies LLC and has been associated with the firm since 2007. Michael has also been associated with Equity Analysts Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and Green Hill Financial Service Corporation. Michael has a strong background in providing financial advice to individuals and businesses, specializing in financial planning, pension consulting, and portfolio management. Michael also holds the Chartered Financial Consultant designation.
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.
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
OH
02/16/2007 - Present
Eagle Strategies LLC (LOVELAND OH)
OH
02/04/1997 - 09/08/2000
EQUITY ANALYSTS INC. (CINCINNATI OH)
MA
01/17/1995 - 05/23/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/17/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
10/30/1992 - 10/28/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/30/1992 - 10/28/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
08/02/1989 - 02/20/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
VT
02/26/1986 - 12/31/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 5/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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