Greg Hale - Morgan Stanley Financial Advisor - EUREKA, CA
Morgan Stanley
Greg Hale
Financial Advisor
Financial Planning Specialist
EUREKA, CA 95501
tel: (707) 269-9123
toll-free: (800) 972-7022 
fax: (707) 444-3658

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

  • Past President, Mad River Rotary
    McKinleyville, CA
  • Arcata Jr. League Wrestling
    Assistant Coach
    Arcata, CA
  • Military Officers Association, Redwood Empire Chapter
  • Native Sons of the Golden West
  • 529 Plans
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Access to Lending Services
  • Municipal Bonds
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • B.S. - 1986
    United States Naval Academy
    Annapolis, MD
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent and Uniform State Exam
  • Life, Health and Variable Annuity Insurance Licensed
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 2006 - Present: Morgan Stanley*

    Financial Advisor

    Eureka, CA
  • Wing Inflatables V.P. of Sales Arcata, CA
    V.P. of Sales
    Arcata, CA

Bulletin Board
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.

  • Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Greg Hale holds the following registrations:
Securities Agent: AR, AZ, CA, CO, FL, ID, IL, MA, MI, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1413948

CA Insurance Lic. 0F42596
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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