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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Sue Hazem is a financial advisor with Prime Capital Financial and has been in the industry since July 2018. Haley Sue Hazem has been registered as a Registered Representative with the state of Kansas since August 2023 and is also registered as an Investment Advisor Representative in Kansas and Missouri. Haley Sue Hazem has passed the Uniform Combined State Law Examination, the General Securities Principal Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Haley Sue Hazem specializes in providing financial advice for individuals, businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Haley Sue Hazem also provides qualified retirement plan services, consulting services, co-advisory, and selection of sub-advisors. Haley Sue Hazem works at the Overland Park, KS branch office of Prime Capital Financial.
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.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/15/2023 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/18/2018 - 08/16/2023
EQUITABLE ADVISORS, LLC (OVERLAND PARK KS)
BOTH
Issued 08/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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