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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haylee? Claim Your ProfileHaylee Edwards is a financial advisor at First Horizon Advisors, Inc., based in Dallas, Texas. Haylee has over 10 years of experience in the financial services industry and holds a Series 7, 63, 66, and 79. Haylee Edwards has been registered with the Securities and Exchange Commission (SEC) since 2011. Before joining First Horizon Advisors, Inc., Haylee Edwards worked at BBVA Securities Inc. and BTMU Securities, Inc. Haylee Edwards offers financial planning and investment management services to individuals, businesses, and institutions.
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.
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.
1
2
TX
06/12/2024 - Present
First Horizon Advisors, Inc. (Dallas TX)
TX
12/20/2019 - 05/07/2021
BBVA SECURITIES INC. (DALLAS TX)
TX
01/19/2016 - 05/02/2016
BTMU SECURITIES, INC. (DALLAS TX)
TX
12/10/2014 - 01/19/2016
MITSUBISHI UFJ SECURITIES (USA), INC. (Dallas TX)
TX
10/07/2011 - 10/31/2012
WELLS FARGO SECURITIES, LLC (DALLAS TX)
BOTH
Issued 02/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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