Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Halley? Claim Your ProfileHalley Maclise Craig is an investment advisor representative registered with CWM, LLC. Halley has been in the securities industry since 2012 and has experience in providing investment advisory services. Halley's career began with LPL Financial LLC and she now also works with Groom's Wealth Management. Halley's professional designations include Certified Financial Planner. She holds a Series 66, SIE and Series 7 license.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
12/17/2020 - Present
CWM, LLC (OMAHA NE)
CA
09/24/2012 - 12/21/2020
LPL FINANCIAL LLC (MILL VALLEY CA)
BOTH
Issued 12/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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