Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ballard Haley is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Melissa has been in the financial services industry for over 20 years. She has Series 7 and Series 63 licenses as well as the SIE and Series 65 exams. She is registered with the state of Washington as well as a number of other states. In addition to her financial services work, Melissa also owns a rental property.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
WA
04/01/2009 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SEATTLE WA)
NY
05/07/2003 - 11/09/2005
IFMG SECURITIES, INC. (PURCHASE NY)
NY
05/21/2001 - 12/13/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Haley is the right advisor for you? Invested Better is here to help.
