Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Ebbert Hall is a financial advisor with Valmark Advisers, Inc. based in Wyomissing, Pennsylvania. Susan has been in the financial services industry since 1977. She has a wide range of experience providing financial planning, investment management, and pension consulting services to individuals, businesses, and retirement plans. Susan is also registered as an investment advisor representative in several states. She is committed to helping clients reach their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
PA
01/14/2020 - Present
Valmark Advisers, Inc. (Wyomissing PA)
PA
06/15/2010 - 10/20/2014
FIRST HEARTLAND CAPITAL, INC. (WYOMISSING PA)
PA
01/23/2003 - 06/15/2010
NFP SECURITIES, INC. (WYOMISSING PA)
MN
07/01/2002 - 12/31/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/08/1977 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 03/25/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Hall is the right advisor for you? Invested Better is here to help.
