Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Brooke Stockstill is a registered representative with Wells Fargo Clearing Services, LLC. Haley has been in the financial services industry since August 11, 2005 and has a proven track record of providing investment advice and financial planning services. Haley is licensed to provide investment advice in multiple states and holds the Series 7, Series 63, and Series 66 licenses. Haley has previously worked with Morgan Stanley and Citigroup Global Markets Inc. and has experience working with individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
1
2
MS
03/19/2019 - Present
Wells Fargo Clearing Services, LLC (RIDGELAND MS)
MS
06/01/2009 - 02/19/2019
MORGAN STANLEY (RIDGELAND MS)
MS
08/03/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSON MS)
BOTH
Issued 05/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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