Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Anthony Hall is a financial advisor with over 40 years of experience in the industry. Steven is currently registered with GWN Securities Inc. and has been with the firm since 2005. Steven also has prior experience with PMG Securities Corporation, Travelers Equities Sales, Inc., EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States. Steven has earned a Series 6, 7, 63 and 66 license. In addition, Steven is a Chartered Financial Consultant. Steven is committed to providing clients with personalized financial advice and services. Steven offers a variety of services, including financial planning, portfolio management, and market timing services.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
05/25/2021 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
09/16/1992 - 12/31/2004
PMG SECURITIES CORPORATION (ELGIN IL)
CA
02/21/1991 - 08/27/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NY
12/26/1980 - 01/10/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/26/1980 - 01/10/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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