Haley Halsey (CRD# 7010044) is an Investment Advisor Representative working at Mma Securities LLC in San Diego, CA and has over 5 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Mma Agency | San Diego, CA | Mar 2022 - Current | 2 |
Mma Securities | San Diego, CA | Mar 2022 - Current | 2 |
Law Offices Of William C. Halsey | Oceanside, CA | Dec 2021 - Mar 2022 | < 1 |
Unemployed | Oceanside, CA | Jul 2021 - Dec 2021 | < 1 |
Vanguard Marketing Corporation | Scottsdale, AZ | Sep 2018 - Jul 2021 | 2 |
University Of California Merced | Merced, CA | Aug 2016 - Jun 2018 | 1 |
University Of California Merced | Merced, CA | Aug 2015 - Jun 2018 | 2 |
Luxe Buffet | Carlsbad, CA | May 2016 - Aug 2016 | < 1 |
Law Offices Of William C. Halsey | Oceanside, CA | May 2012 - Aug 2016 | 4 |
Rancho Buena Vista High School | Vista, CA | Aug 2010 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2018 |
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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