Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Culp is a financial advisor with Janney Montgomery Scott LLC. Haley holds Series 7TO, 63, and 65 licenses and the SIE certification. Haley has been working in the financial services industry since July 2023. Before joining Janney Montgomery Scott, Haley has held roles at C2P Capital Advisory Group d.b.a. Prosperity Capital Advisors, The Smith Group, WFXG Fox 54, Oh Mie Stelle, Aiken Standard, and was previously unemployed. Haley is registered in Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Haley is active in both Broker-Dealer and Investment Advisor capacities.
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.
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.
Fee plus commission
1
2
SC
01/02/2024 - Present
Janney Montgomery Scott LLC (AIKEN SC)
BC
Issued 12/08/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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