Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Hanson is a financial advisor at Aprio Wealth Management, LLC in Atlanta, Georgia. Haley has been working in the financial services industry since 2021 and has a broad range of experience. Haley holds the Series 66, Series 7TO, and SIE licenses. Haley is a Certified Financial Planner® professional.
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.
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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GA
05/09/2024 - Present
Aprio Wealth Management, LLC (ATLANTA GA)
GA
11/09/2022 - 04/18/2024
J.P. MORGAN SECURITIES LLC (Atlanta GA)
GA
07/26/2021 - 09/23/2022
GOLDMAN SACHS & CO. LLC (ATLANTA GA)
BOTH
Issued 08/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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