Hayley M. Moore
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Hayley M Moore, CFP®, who also goes by Haley Maxine Bowen, Hayley Maxine Bowen, Hayley Maxine Moore, was a registered financial professional .
Hayley is a previously registered financial professional and started their career in finance in 2018. Hayley had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 23, 2023 - May 1, 2026
STEWARDSHIP WEALTH ADVISORS
July 9, 2020 - July 24, 2023
THE AMERIFLEX GROUP
June 11, 2019 - December 17, 2020
OSAIC SERVICES, INC.
June 7, 2019 - August 7, 2023
OSAIC SERVICES, INC.
January 18, 2019 - May 20, 2019
OSAIC SERVICES, INC.
September 18, 2018 - May 20, 2019
OSAIC SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STEWARDSHIP WEALTH ADVISORS
CRD#: 202512 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 356 |
| AUM (Assets Under Management) | $ 88,585,124 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
