Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Oley Hall is a financial advisor with over 20 years of experience in the financial services industry. William Hall is a Certified Financial Planner and a Chartered Financial Analyst and is currently registered with Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions as an investment advisor representative. William Hall specializes in providing investment advice and financial planning services to a variety of clients, including individuals, businesses, and institutions. William Hall has previously worked at W. P. STEWART SECURITIES LIMITED, H. M. PAYSON & CO., SHEARSON LEHMAN HUTTON INC., LIBERTY FINANCIAL GROUP, INC. and LIVADA SECURITIES, INC. William Hall's experience includes portfolio management, investment research, due diligence, and trust administration. William Hall is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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.
Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of assets under advisement or flat fee
1
2
ME
01/09/2015 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (PORTLAND ME)
NY
04/30/2003 - 12/05/2008
W. P. STEWART SECURITIES LIMITED (NEW YORK NY)
ME
01/01/1996 - 12/31/2002
H. M. PAYSON & CO. (PORTLAND ME)
NY
12/05/1989 - 07/03/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/18/1989 - 04/18/1990
LIBERTY FINANCIAL GROUP, INC.
NA
11/23/1988 - 02/22/1989
LIVADA SECURITIES, INC.
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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