Hayley Snell

Background

About Hayley Snell

Series 7 and 66 registered Chief Compliance Officer with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Microsoft Word, Black Diamond, Tamarac, Envestnet, Morningstar, Adobe, Communication, and Group Work. Strong finance professional with a Bachelor of Science (BS) in Business focused in Finance from The University of Connecticut School of Business. Securities Offered Through M Holdings Securities, Inc, a FINRA/SIPC member broker/dealer. Advisory services offered through LRI Investments, LLC, an SEC registered investment advisor. M Holdings Securities, Inc. and LRI Investments, LLC are unaffiliated separate legal entities. CA Insurance License #390636. Third party posts found on this profile are for informational purposes only and do not necessarily reflect the views of M Holdings Securities, Inc, LRI Investments, LLC, nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. or LRI Investments, LLC for accuracy or completeness. Nothing herein is intended to provide specific advice, provide a recommendation to buy or sell securities or serve as a recommendation for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The examples used are for illustrative purposes and may not be representative of the experiences of other clients, and they are not indicative of future performance or success. All investment includes the risk of loss, including the entire loss of the principal amount invested.