With 16 years in banking, Hallie is dedicated to seeing her customers live better, more secure lives. Five years ago she added her role as a Wealth Advisor for Frandsen Investment Services, helping people develop a strong path to retirement. With Series 6, 63, and 65 securities registrations, she helps her clients pursue their goals by identifying needs, prioritizing, and narrowing down the best, most suitable options for growing and distributing their wealth.Hallie respects the hard work and time it takes to build a lifetime of savings, and she takes care in discovering what is needed to develop a suitable plan. She loves puzzles, so when she is able to help clients fit all their financial pieces together into a great plan, that is very satisfying for her.Hallie and her husband are parents of three tweens. They enjoy camping, canoeing, cross-country skiiing, and watching the kids in track, swimming, and baseball, to name a few sports and hobbies. She treasures the fact that her children still enjoy hanging out with their parents!
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Hours
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Categories
Financial Planning Consultants, Investment Advisory Service, Investment Securities
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