Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Haley Wolande is the right advisor for you? Invested Better is here to help.