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Haley E Wolande

Fidelity Brokerage Services LLC

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About Haley E Wolande

Haley Wolande is a registered representative with Fidelity Brokerage Services LLC and has been in the securities industry since 2018. Haley has a Series 7 and Series 63 license, and holds the SIE exam. Haley has experience working at Goldman Sachs & Co. LLC and TD Ameritrade, Inc. Haley is registered in 53 states and is currently located in Jacksonville, Florida.

Firm Information

Haley Wolande is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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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Haley Wolande’s Registration & Firm History

FL

08/16/2021 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

IL

05/22/2020 - 07/27/2021

GOLDMAN SACHS & CO. LLC (CHICAGO IL)

IL

08/07/2018 - 04/02/2020

TD AMERITRADE, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 08/23/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Haley E Wolande.
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