Unclaimed
Landon Kaleb Hadley is a financial advisor who has been in the industry since 2019. Landon has a Series 7TO, 63, and 66 licenses and has been registered with Wells Fargo Clearing Services, LLC since 2021. Prior to this, Landon was registered with Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC. Landon has experience working with high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state and municipal government entities. Landon also provides investment consulting services to institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/15/2021 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
UT
04/07/2021 - 09/09/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
05/20/2019 - 07/30/2020
J.P. MORGAN SECURITIES LLC (PARK CITY UT)
BOTH
Issued 04/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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