Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Hall is a financial professional with over 10 years of experience in the industry. Scott currently works at Oneamerica Securities, Inc. where has been employed since 2017. Prior to this, Scott worked at SEI INVESTMENTS DISTRIBUTION CO., Goldman, Sachs & Co., and Planco Financial Services, LLC. Scott is registered with the state of Indiana and holds licenses for Series 6, 7, 63, and 65 exams, as well as the SIE exam. Scott specializes in a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
IN
08/11/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
PA
05/11/2010 - 11/20/2014
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NY
12/24/2009 - 04/22/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
CT
02/21/2006 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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