Scott Haley (CRD# 5919854) is an Investment Advisor Representative working at Prelude Financial in Wadsworth, OH and has over 11 years of experience in the finance industry. Scott Haley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 6053832
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prelude Financial, LLC | Doylestown, OH | Nov 2015 - Current | 8 |
| Northwestern Mutual Investment Services LLC | Akron, OH | Jun 2015 - Current | 8 |
| Northwestern Mutual Investment Services, LLC | Akron, OH | Sep 2015 - Oct 2015 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2015 - Oct 2015 | < 1 |
| Unemployed | Doylestown, OH | May 2015 - Jun 2015 | < 1 |
| Storey And Associates | North Canton, OH | Apr 2014 - May 2015 | 1 |
| Wadsworth Music | Wadsworth, OH | Sep 2003 - Oct 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- OH
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$250,781
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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