Please complete the CAPTCHA to continue
@registeredadvisorservices.com
✓
3 phones found area 603
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Renee Hall is listed as President at Registered Advisor Services, LLC at Registered Advisor Services, LLC, a with 1 employees, based in Dover, New Hampshire, United States. AeroLeads shows a work email signal at registeredadvisorservices.com, phone signal with area code 603, and a matched LinkedIn profile for Renee Hall.
Renee Hall previously worked as President at Registered Advisor Services, Llc and Principal at Compliance Firm. Renee Hall holds Certification As Trust Administrator, Ne School Of Banking/Trust Administration from Williams College.
This section adds company-level context without repeating Renee Hall's masked contact details.
AeroLeads found 2 current-domain work email signals for Renee Hall. Compare company email patterns before reaching out.
I have been in the regulatory and compliance field, in different capacities, over the last 25 years. I have worked with individuals to understand their unique investment adviser business model to properly register their new firm with the appropriate state or federal regulators. I also offer ongoing compliance services to registered investment advisors (RIA) firms to maintain compliance with applicable state and federal regulations. If you are interested in learning more about these services and the firm, Registered Advisor Services, please contact me directly at (603) 292-6772 or visit the website at www.registeredadvisorservices.com. Thank you for your interest!Specialties: Registration services for individuals starting their own independent RIA firm; as well as, registration of individuals as investment adviser representatives (IAR). Ongoing compliance services and hourly compliance consulting services for existing registered investment advisors.
Listed skills include Investment Advisory, Securities, Investments, Finra, and 15 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Dover, Nh
Experienced investment advisor registration firm providing both state and/or federal (SEC) registration services to individuals starting their own independent registered investment advisor (RIA) firm. Investment advisor compliance consulting service also offered to RIAs to meet the ongoing regulatory requirements. Efficient and timely service offerings allowing RIAs to focus on the needs of your advisory clients.
While a Principal of the firm, I handled investment adviser registration and ongoing compliance services for individuals seeking to establish their own, independent RIA firm.
Handled all the registration services offered by the firm of investment advisers establishing their own independent RIA firm, registering the firm with either the federal or state regulators. Also provided registered investment advisers with ongoing compliance services to maintain compliance with federal or state rules and regulations.
Trust Officer responsible for oversight of approximately 100 trust relationships as well as the ongoing compliance requirements for those trusts.
Compliance Specialist for both a broker/dealer and registered investment advisor firm. Provided compliance services and oversight of registered individuals.
Responsible for estate administration, estate planning, real estate and personal injury cases.
Responsible for estate administration, real estate and personal injury cases.
Quick answers generated from the profile data available on this page.
Renee Hall works for Registered Advisor Services, LLC.
Renee Hall is listed as President at Registered Advisor Services, LLC at Registered Advisor Services, LLC.
AeroLeads has found 2 work email signals at @registeredadvisorservices.com for Renee Hall at Registered Advisor Services, LLC.
AeroLeads has found 3 phone signal(s) with area code 603 for Renee Hall at Registered Advisor Services, LLC.
Renee Hall is based in Dover, New Hampshire, United States while working with Registered Advisor Services, LLC.
Renee Hall has worked for Registered Advisor Services, Llc, Compliance Firm, Citizens Bank, Citizens Advisors, and Engel, Gearreald & Garnder.
You can use AeroLeads to view verified contact signals for Renee Hall at Registered Advisor Services, LLC, including work email, phone, and LinkedIn data when available.
Renee Hall holds Certification As Trust Administrator, Ne School Of Banking/Trust Administration from Williams College.
Renee Hall is listed with skills including Investment Advisory, Securities, Investments, Finra, Alternative Investments, Sec, State Compliance, and Wealth Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Renee Hall you were looking for.
