Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stan? Claim Your ProfileStan Hall is a financial advisor at Osaic Wealth, Inc. Stan has been working in the financial industry since 1997 and has a strong background in both brokerage and investment advisory services. Stan specializes in providing financial planning, portfolio management, and tax and accounting services to individuals, families, and businesses. Stan is committed to helping clients achieve their financial goals and provides personalized attention to each individual's unique situation.
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.
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2
TX
06/10/2016 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
09/09/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (DALLAS TX)
TX
01/26/2005 - 01/02/2013
ARGENTUS SECURITIES, LLC (DALLAS TX)
TX
10/23/2006 - 06/05/2012
AWM SERVICES, INC. (DALLAS TX)
TX
05/28/1999 - 09/16/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (DALLAS TX)
AZ
01/21/1999 - 03/04/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
10/22/1997 - 12/31/1998
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
GA
11/13/1996 - 10/24/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/24/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/31/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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