Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Nguyen is a financial advisor with Park Avenue Securities LLC, located in Houston, TX. Haley has over 6 years of experience in the financial services industry, having held previous positions with Brokers International Financial Services, LLC. and Guardian Life Insurance Company. Haley holds the Series 7, 66, and SIE licenses and is a Certified Financial Planner. Haley specializes in providing financial advice to individuals and families, with a focus on retirement planning, college savings, and investment management. In addition to her work with Park Avenue Securities LLC, Haley also works as an independent contractor for insurance related products and as a tax preparer. Haley is committed to helping 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.
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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2
TX
01/05/2024 - Present
Park Avenue Securities LLC (Houston TX)
TX
12/13/2021 - 12/16/2022
PARK AVENUE SECURITIES LLC (Houston TX)
TX
01/25/2021 - 11/18/2021
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Houston TX)
TX
01/02/2018 - 02/06/2019
PARK AVENUE SECURITIES LLC (HOUSTON TX)
BOTH
Issued 03/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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