Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hallie? Claim Your ProfileHallie Dena is an investment advisor representative with Trilogy Capital, Inc., working in the Huntington Beach, California office. Hallie is registered with the state of California and Texas as an Investment Advisor Representative. Hallie has 11 years of experience in the securities industry and is licensed to provide financial planning services, pension consulting and selection of other advisors. Hallie has a Series 65 license (Uniform Investment Adviser Law Examination) and has a background in the insurance industry.
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.
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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CA
01/05/2023 - Present
Trilogy Capital, Inc. (Huntington Beach CA)
IA
Issued 05/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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