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Haleigh Cardello

National Financial Services LLC

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About Haleigh Cardello

Haleigh Cardello is a financial professional who has been in the industry since 2021. Haleigh is currently registered with National Financial Services LLC. Haleigh holds the Series 7TO and Series 63 licenses. Prior to joining National Financial Services LLC, Haleigh was employed by Fidelity Brokerage Services LLC.

Firm Information

Haleigh Cardello is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Haleigh Cardello’s Registration & Firm History

MA

07/11/2024 - Present

National Financial Services LLC (BOSTON MA)

NH

07/06/2021 - 06/11/2024

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 07/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Haleigh Cardello.
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