Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Sorensen is a financial advisor who is registered with the state of Colorado and holds Series 7 and Series 63 licenses. She has been working in the financial services industry since 2013. Haley is currently employed by Ares Wealth Management Solutions, LLC, a firm that provides investment advisory services. Prior to that, Haley was employed by Invesco Distributors, Inc. and OppenheimerFunds Distributor, Inc.
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.
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2
CO
01/13/2020 - Present
Ares Wealth Management Solutions, LLC (DENVER CO)
TX
05/25/2019 - 12/18/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CO
10/01/2014 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NY
02/26/2013 - 09/12/2014
WILLIAM BLAIR & COMPANY L.L.C. (NEW YORK NY)
BC
Issued 05/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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