Unclaimed
Haley Banda is a financial consultant and registered representative at Florida Financial Advisors, LLC. Haley has been in the financial industry since January 2025, holding the Series 65 license, and is registered in Florida. Haley specializes in providing financial planning and portfolio management services to individuals and businesses. She has experience in various areas, including retirement planning, investment management, and estate planning. Haley is committed to helping her clients achieve their financial goals and build a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
1
2
FL
02/06/2025 - Present
Florida Financial Advisors, LLC (Jacksonville FL)
Active
Inactive
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