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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 Velez is an Investment Advisor Representative with Fisher Investments. Haley is registered with the state of Texas and has been in the industry since April 2018. Haley is licensed to provide financial advice to a range of client types, including high-net-worth individuals, corporations, and charitable organizations. Haley specializes in portfolio management and provides financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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.
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TX
03/27/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 03/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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