Haley Stevenson (CRD# 7822878) is an Investment Advisor Representative working at Edward Jones in Stevensville, MT and has 1 year of experience in the finance industry.
CRD# 1549284
Osaic Wealth, Inc.
CRD# 2021303
Front Street Capital Management, Inc.
CRD# 2259067
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2023 - Current | < 1 |
| Bellin Health | Green Bay, WI | Jan 2022 - Oct 2023 | 1 |
| Shawano County - Aging And Disability Resource Center | Shawano, WI | Jul 2019 - Jan 2022 | 2 |
| Family Services Of New | Green Bay, WI | Mar 2019 - Jun 2019 | < 1 |
| Mcdonalds | Green Bay, WI | Jun 2011 - Feb 2019 | 7 |
| Lutheran Social Services | Green Bay, WI | Aug 2017 - Dec 2018 | 1 |
| Buffalo Wild Wings | Green Bay, WI | Oct 2016 - Feb 2017 | < 1 |
| Mcdonalds | Menominee, MI | Aug 2015 - May 2016 | < 1 |
| Anytime Fitness | Menominee, MI | Feb 2016 - Apr 2016 | < 1 |
| Rock Garden | Green Bay, WI | Oct 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- MT
- WI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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