Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haley? Claim Your ProfileHaley Sue McKenna is a registered representative and investment advisor representative with First Citizens Investor Services, Inc. Haley has been in the securities industry since 2014. Haley previously worked at Charles Schwab & Co., Inc. and Scottrade, Inc. Haley has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
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.
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.
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2
NC
12/15/2021 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
FL
09/22/2016 - 12/04/2019
CHARLES SCHWAB & CO., INC. (Orlando FL)
CA
08/04/2014 - 09/01/2016
SCOTTRADE, INC. (SAN DIMAS CA)
BOTH
Issued 12/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/26/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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