AdFi
PJ

Patrick J Haley

Investment Adviser Representative at VERIDAN WEALTH

West Linn, ORCRD #5173884Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oregon
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/14/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 8/18/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/3/2011
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/28/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

Veridan Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VERIDAN WEALTHCurrent
6/3/2024West Linn, OR
AMERIPRISE FINANCIAL SERVICES, LLC
1/28/20196/5/2024West Linn, OR
PUTNAM INVESTMENT MANAGEMENT, LLC
2/23/201612/4/2017Andover, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at VERIDAN WEALTH

3 other advisors in the directory

View VERIDAN WEALTH firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick J Haley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Patrick J Haley - Financial Advisor in West Linn, OR | AdvisorFinder