Jane Halsey, financial advisor East Hampton NY

Jane Halsey

CRD Number: 1992282
Current Firm: Roundtable Forum, LLC

Jane Halsey (CRD# 1992282) is an Investment Advisor Representative working at Roundtable Forum, LLC in East Hampton, NY and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Obex Securities LLC New Rochelle, NY Jul 2019 - Current 4
Roundtable Forum LLC New York, NY Mar 2000 - Current 24
Halsey & Company, LLC New York, NY Jan 1996 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
Contact Info for Jane A. Halsey
Phone Number: 212-717-9760
Registered State(s):
  • CT
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CT, NJ

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