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Haley Jordan Halsey

Investment adviser representative at Mma Securities LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Mma Securities LLCMar 2022 to now
  2. Mma AgencyMar 2022 to now
  3. Law Offices of William C. HalseyDec 2021 to Mar 2022
  4. UnemployedJul 2021 to Dec 2021
  5. Vanguard Marketing CorporationSep 2018 to Jul 2021
  6. University of California MercedAug 2015 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (CA).

Mma Securities LLC

$0Assets managed
10,839Clients
153Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7010044
Firm CRD
44254
Advisor's SEC record (opens in a new tab)
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