Unclaimed
Amanda Kim Hayes is an investment advisor representative with Newedge Advisors. Amanda has been in the financial industry for over 15 years, and has held licenses and registrations in several states. Amanda has worked at several prominent firms including Edward Jones, Ameritas Investment Corp, M Holdings Securities, Inc., and Sagepoint Financial, Inc. Amanda is also a board member for the Ormond Beach Police Officers Pension Board and the Healthy Start Coalition of Volusia County.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
12/08/2022 - Present
Newedge Advisors (Daytona Beach FL)
FL
07/27/2020 - 12/13/2022
SAGEPOINT FINANCIAL, INC. (Daytona Beach FL)
FL
02/04/2016 - 07/28/2020
M HOLDINGS SECURITIES, INC. (DAYTONA BEACH FL)
FL
04/18/2012 - 02/17/2016
AMERITAS INVESTMENT CORP. (Daytona Beach FL)
FL
12/20/2007 - 04/10/2012
EDWARD JONES (DAYTONA BEACH FL)
BOTH
Issued 03/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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