Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hayley? Claim Your ProfileHayley Kenon is a financial professional who has been in the industry since 2019. Hayley is currently registered with Cetera Investment Advisers LLC, a firm that has over 100 billion dollars in assets under management. Hayley has been working with clients since 2017 through her own financial services business called Investment Concepts & Financial Planning SVCS. Prior to this, Hayley worked for First Allied Securities, Inc. Hayley has a wide range of experience working with a diverse group of clients including individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, state or municipal government entities, and banking or thrift institutions. Hayley offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, educational seminars, and pension consulting.
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
OK
06/23/2022 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
OK
08/28/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (OKLAHOMA CITY OK)
OK
09/03/2004 - 01/30/2006
FFP SECURITIES, INC. (EDMOND OK)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Hayley Kennon is the right advisor for you? Invested Better is here to help.
