Unclaimed
Hale Burgess Hollis is a financial professional with Vanguard Marketing Corp., registered in Pennsylvania and Virginia. Hale has passed the Series 63, 6TO, and SIE exams and has over two years of experience in the financial industry. Hale is focused on providing investment advice and product recommendations to clients in a variety of financial situations.
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.
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.
1
2
PA
06/29/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 07/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Hale Hollis is the right advisor for you? Invested Better is here to help.