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JH

Jeremy M. Hall

MULTI-BANK SECURITIES
Columbus, OH 43240
Some features on this profile are disabled
CRD#: 4162614
JH

Professional summary

Jeremy Michael Hall is a registered financial professional currently at MULTI-BANK SECURITIES, INC. located in Columbus, Ohio.

Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2000. Jeremy has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeremy Michael Hall's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 5, 2011 - Present

MULTI-BANK SECURITIES, INC.

Office #1: 8700 Orion Place, Columbus, OH 43240
BD
CRD#: 22098
Columbus, OH
Past

August 26, 2010 - March 16, 2011

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
COLUMBUS, OH
Past

August 26, 2010 - March 16, 2011

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
COLUMBUS, OH
Past

September 4, 2008 - December 8, 2009

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH
Past

January 3, 2006 - January 11, 2008

J.P. MORGAN INVESTMENT MANAGEMENT INC.

RIA
CRD#: 107038
NEW YORK, NY
Past

May 21, 2004 - December 31, 2005

JPMORGAN ASSET MANAGEMENT

RIA
CRD#: 107247
COLUMBUS, OH
Past

October 1, 2002 - November 30, 2007

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
COLUMBUS, OH
Past

June 11, 2002 - August 19, 2002

STEPHENS

RIA
CRD#: 3496
CHARLOTTE, NC
Past

July 25, 2001 - August 19, 2002

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

April 14, 2000 - August 15, 2001

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/13/2011)
RR
California
(10/13/2011)
RR
Florida
(3/15/2012)
RR
Indiana
(10/20/2011)
RR
Kentucky
(1/2/2013)
RR
Louisiana
(2/9/2012)
RR
Massachusetts
(1/2/2014)
RR
Mississippi
(1/9/2013)
RR
New York
(4/26/2018)
RR
Ohio
(10/5/2011)
RR
Oregon
(1/9/2013)
RR
Pennsylvania
(1/10/2012)
RR
Puerto Rico
(10/30/2023)
RR
Tennessee
(9/17/2013)
RR
Texas
(3/15/2012)
RR
Virginia
(5/17/2022)
RR
Washington
(8/31/2016)
RR
West Virginia
(1/9/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/20/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/18/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MULTI-BANK SECURITIES, INC.
MULTI-BANK SECURITIES, INC.

CRD#: 22098 / SEC#: , 8-39547

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
1000 Town Center #2300, Southfield, MI 48075
Mailing Address
1000 Town Center #2300, Southfield, MI 48075
Phone number
(248) 291-1100
Established
Michigan since 08/17/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MULTI-BANK SERVICES, LTD.SOLE SHAREHOLDER
DREWS, MICHAEL WAYNEVICE CHAIRMAN1664216
ELSNER, MERLIN AUBERONCCO5593423
KARSNER, MICHAEL STEPHENCHIEF FINANCIAL OFFICER/TREASURER5751851
MACCAGNONE, DAVID THOMASCEO, CHAIRMAN811479
MACCAGNONE, JEFFERY THOMASPRESIDENT/SECRETARY2077369

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MULTI-BANK SECURITIES, INC.

CRD#: 22098Columbus, OH 43240

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