Haley Schwartz (CRD# 6022987) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lancaster, PA and has over 5 years of experience in the finance industry.
CRD# 5993607
Thrivent Investment Management Inc.
Score
100
CRD# 5665657
Northwestern Mutual Investment Services,llc
Score
103
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | York, PA | Dec 2011 - Current | 5 |
| Pruco Securities LLC | York, PA | Dec 2011 - Current | 5 |
| Model Management | Lancaster, PA | Jun 2010 - Nov 2011 | 1 |
| Penn State | State College, PA | Sep 2007 - May 2011 | 3 |
| Victorias Secret | Lancaster, PA | May 2008 - Aug 2009 | 1 |
| Penn Manor | Millersville, PA | Sep 2001 - Sep 2007 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- PA
-
Total Assets Under Management4,930MILLIONS
-
Total Number of Accounts42,153ACCOUNTS
-
Average Account Value$116,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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