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Ryan C. Haley is an Investment Advisor Representative with Velerity Wealth, LLC, an independent wealth management firm headquartered in Denver, Colorado. Ryan holds the Series 65 license and is registered to provide investment advisory services in Colorado and Virginia. Ryan's professional experience includes a career in Real Estate, consulting for @home real estate, The Princeton Review, and Dog Tag, Inc. Ryan has also worked in various roles related to content creation, property holdings, and oil and gas investments. In addition to providing investment advisory services, Ryan is also an independent licensed insurance agent. Ryan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
04/05/2023 - Present
Velerity Wealth, LLC (GREAT FALLS VA)
IA
Issued 04/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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