Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Clavenna is a registered representative with Fidelity Personal And Workplace Advisors. Haley has been in the financial services industry since 2015. Haley is registered to provide investment advice in 53 states and the District of Columbia. Haley holds Series 6, 7, and 66 licenses and is also a registered Investment Advisor. Haley has experience with both broker-dealer and investment advisory practices. Haley specializes in portfolio management for both individuals and businesses. Haley is dedicated to providing personalized financial advice to help her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
TX
03/02/2022 - Present
Fidelity Personal AND Workplace Advisors (KATY TX)
TX
12/13/2017 - 12/05/2018
AXA ADVISORS, LLC (THE WOODLANDS TX)
TX
03/18/2015 - 11/24/2017
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
10/01/2014 - 11/13/2014
MADISON AVENUE SECURITIES, INC. (HOUSTON TX)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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