Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hailey? Claim Your ProfileHailey Denise Green is a financial advisor with over 6 years of experience in the industry. Hailey is currently registered with LPL Financial LLC and has a Series 7 and Series 66 license. She provides financial planning, portfolio management, and consulting services to individuals, families, and businesses. Hailey has a strong background in the financial services industry, having previously worked for Morgan Stanley, Stifel, and other firms. She is committed to helping her clients achieve their financial goals. Hailey is passionate about helping people understand their finances and make informed decisions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/02/2023 - Present
LPL Financial LLC (CHICO CA)
CA
11/28/2017 - 12/11/2018
MORGAN STANLEY (CHICO CA)
BOTH
Issued 02/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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