Joseph Burton Hall

Current Employers

Employment History

• 02/1997 → Present
  Hall And Drum Properties
  Garden City, NY
• 01/2013 → 09/2016
  Ameriprise Financial Services, Inc.
  Garden City, NY
• 09/2016 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY
• 09/2016 → Present
  Kestra Advisory Services, Llc
  Port Jefferson, NY

Previous Registrations

• 2013-01-10 → 2014-11-10
  Ameriprise Financial Services, Llc
  Garden City, NY
  Great Neck, NY
• 2012-10-01 → 2012-12-13
  J.P. Morgan Securities Llc
  Great Neck, NY
  Great Neck, NY
• 2008-12-02 → 2012-10-01
  Chase Investment Services Corp.
  Great Neck, NY
  Great Neck, NY

Other Businesses

Business Name: Coastline Wealth Management Investment Related: Yes Address: 414 Main Street, Suite 302 Port Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 9/15/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Provide clients and prospects with investment advice based on an individual financial planning relationship. Business Name: Hall & Drum Properties, Inc. Investment Related: Yes Address: 20 Scotch Mist Lane Southampton NY 11968 Nature of Business: Real Estate Position, Title or Relationship: Secretary/Treasurer Start Date: 2/1/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: weekend work, 0-9 hours per month, bookeeping Business Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Advisory Services Representative Start Date: 9/15/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Provide Investment Advisory Services to Clients & Prospects

Exams

• S66 Uniform Combined State Law Examination
  2004-04-16

Other Names

• Joseph Hall