Haley Hazem (CRD# 6078917) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Overland Park, KS | Aug 2023 - Current | < 1 |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | Aug 2023 - Current | < 1 |
| Equitable Advisors, LLC | New York, NY | Jul 2018 - Current | 5 |
| Axa Advisors, LLC | New York, NY | Jul 2018 - Jun 2020 | 1 |
| Community Health Center Of South East Kansas | Pittsburg, KS | May 2017 - Jul 2018 | 1 |
| Psu | Pittsburg, KS | Aug 2016 - May 2017 | < 1 |
| Unemployed | Pittsburg, KS | Feb 2016 - Aug 2016 | < 1 |
| Freeman Health | Joplin, MO | Jun 2014 - Feb 2016 | 1 |
| Northwestern Mutual | Pittsburg, KS | May 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- KS
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Total Assets Under Management24,363MILLIONS
-
Total Number of Accounts30,635ACCOUNTS
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Average Account Value$795,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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