Hailey Paige Beal

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2020
  Foothill High School
  Tustin, CA
• 05/2017 → 08/2017
  Camp James
  Newport Beach, CA
• 05/2018 → 08/2018
  Camp James
  Newport Beach, CA
• 05/2019 → 08/2019
  Camp James
  Newport Beach, CA
• 05/2020 → 08/2020
  Camp James
  Newport Beach, CA
• 08/2020 → 05/2024
  Colorado State University
  Fort Collins, CO
• 10/2022 → 05/2024
  Tarantino Wealth Management
  Fort Collins, CO
• 05/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2024 → Present
  Renaissance Financial
  Phoenix, AZ
• 10/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: PHOENIX ZETA TAU ALPHA ALUMNAE CHAPTER; INVESTMENT RELATED: NO ADDRESS: PHOENIX, AZ 85016; NATURE OF BUSINESS: BOARD; START DATE: 06/1/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: OVERSEE BOARD MEMBERS;

Exams

• S66 Uniform Combined State Law Examination
  2024-09-21