Unclaimed Profile

Patrick J Haley

VERIDAN WEALTH·WEST LINN, Oregon

SIE, Series 6, Series 7, Series 63, Series 65Clean record10 years registeredVERIDAN WEALTH

1742 WILLAMETTE FALLS DR, WEST LINN, OR 97068CRD# 5173884Firm CRD# 329666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick J Haley · WEST LINN, OR

Registration

CRD #5173884 · VERIDAN WEALTH · 10 years registered

Brand Profile

Not yet started

Career History

VERIDAN WEALTH

Jun 2024 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Jan 2019 – Jun 2024

WEST LINN, OR

PUTNAM INVESTMENT MANAGEMENT, LLC

Feb 2016 – Dec 2017

Andover, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 23, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERIDAN WEALTH

CRD 329666 · SEC 801-130309

AUM

$289M

Regulatory assets under management

Employees

670 client accounts

Services offered by VERIDAN WEALTH

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERIDAN WEALTH →

Introduction

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Frequently Asked Questions

What services does Patrick J Haley offer?

Patrick J Haley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST LINN, Oregon for a consultation.

What are Patrick J Haley's credentials?

Patrick J Haley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick J Haley located?

Patrick J Haley is based in WEST LINN, Oregon, working with VERIDAN WEALTH. Their office serves clients in the WEST LINN metropolitan area and surrounding communities.

How does Patrick J Haley charge for services?

Patrick J Haley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERIDAN WEALTH?

VERIDAN WEALTH has approximately 5 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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