Joseph HaleyCRD Number: 6133632
Current Firm: E*trade Capital Management, LLC
Joseph Haley (CRD# 6133632) is an Investment Advisor Representative working at E*trade Capital Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|E*trade Capital Management LLC||San Francisco, CA||Apr 2016 - Current||1|
|E*trade Securities LLC||San Francisco, CA||Apr 2016 - Current||1|
|Bank Of America, N.a.||Berkeley, CA||May 2013 - Apr 2016||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Berkeley, CA||Oct 2012 - Apr 2016||3|
|Unemployed||Danville, CA||Jan 2012 - Sep 2012||< 1|
|Cdi Corporation||Philadelphia, PA||Dec 2010 - Dec 2011||1|
|Strategic Staffing Solutions||Detroit, MI||Apr 2010 - Nov 2010||< 1|
|Unemployed||Danville, CA||Nov 2009 - Mar 2010||< 1|
|Hicks Consulting Group||Walnut Creek, CA||Sep 2009 - Oct 2009||< 1|
|Matrix Resources||Atlanta, GA||Jun 2007 - Aug 2009||2|
|Tac Worldwide||San Francisco, CA||Mar 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management3,199MILLIONS
Total Number of Accounts19,200ACCOUNTS
Average Account Value$166,610
- A percentage of assets under your management
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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