Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert C Hall is a financial advisor with over 10 years of experience in the industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a large broker-dealer with over $1 trillion in assets under management. Robert has previously worked for a number of other firms, including Transamerica Financial Advisors, Inc., International Assets Advisory, LLC, and Independent Financial Group, LLC. Robert offers a variety of financial services, including investment advisory, portfolio management, and financial planning. Robert is also a licensed insurance agent.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
01/05/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BAYONET POINT FL)
FL
02/08/2021 - 12/13/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (TAMPA FL)
FL
04/25/2019 - 11/02/2020
INTERNATIONAL ASSETS ADVISORY, LLC (TAMPA FL)
FL
07/11/2017 - 04/17/2019
INDEPENDENT FINANCIAL GROUP, LLC (Clearwater FL)
FL
09/07/2012 - 08/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYONET POINT FL)
FL
02/06/2012 - 08/27/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEEKI WACHEE FL)
BOTH
Issued 02/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Hall is the right advisor for you? Invested Better is here to help.
