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Ryan C. Haley

Velerity Wealth, LLC

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About Ryan C. Haley

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.

Firm Information

Ryan Haley is currently registered with Velerity Wealth, LLC. Velerity Wealth, LLC is an investment advisor providing financial planning and portfolio management services to individuals, corporations, and other businesses. They have 1 licensed agent and 3 investment advisor representatives. Their website is http://www.veleritywealth.com.

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Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Haley’s Registration & Firm History

VA

04/05/2023 - Present

Velerity Wealth, LLC (GREAT FALLS VA)

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Licenses & Designations

IA

Issued 04/30/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan C. Haley.
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