Haley Beckwith Drake

Current Employers

Employment History

• 09/2018 → 02/2021
  Nylife Securities Llc
  Casper, WY
• 01/2018 → 02/2021
  New York Life Ins Co
  Casper, WY
• 08/2011 → 06/2018
  Prevention Management Organization
  Buffalo, WY
• 02/2021 → Present
  Principal Securities, Inc.
  Laguna Hills, CA
• 02/2021 → Present
  Principal Life Insurance Company
  Laguna Hills, CA
• 04/2024 → Present
  Principal Advised Services
  Laguna Hills, CA

Other Businesses

**PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/15/2021 ADDRESS: 711 High Street, Des Moines IA 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-18
• S63 Uniform Securities Agent State Law Examination
  2018-11-02

Other Names

• Becky L Furlong
• Becky L Paver
• Haley Drake