Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Morgan is a financial advisor with over 30 years of experience in the industry. Haley has worked with Accelerate Retirement since 2023, providing financial advice to individual investors, corporations, and pension and profit-sharing plans. Previously, Haley worked with other firms, including Mutual of America Securities LLC, Hilltop Securities Independent Network Inc., and Southwest Securities, Inc. Haley is a licensed investment advisor in California and Texas.
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.
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.
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2
CA
05/13/2024 - Present
Accelerate Retirement (Long Beach CA)
MO
01/06/2021 - 06/23/2022
MUTUAL OF AMERICA SECURITIES LLC (ST. LOUIS MO)
MO
07/02/1998 - 06/28/2019
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (ST. LOUIS MO)
TX
06/03/1996 - 07/02/1998
SOUTHWEST SECURITIES, INC. (DALLAS TX)
MI
01/01/1995 - 06/26/1996
COMERICA SECURITIES (DETROIT MI)
WI
08/06/1993 - 12/31/1995
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
NA
09/27/1993 - 01/01/1995
COMERICA FINANCIAL SERVICES, INC.
TX
10/02/1990 - 10/04/1993
NORTHPARK SECURITIES INC. (DALLAS TX)
TX
05/22/1990 - 10/01/1990
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NA
10/05/1988 - 02/04/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 06/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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