Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Elizabeth Hayes is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lafayette, LA. Amy has over 20 years of experience in the financial services industry, with previous roles at Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Amy holds the Series 7 and Series 66 licenses. She is also a Registered Representative of Raymond James Financial Services, Inc. and is registered to provide investment advisory services in Louisiana and Texas. Amy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals through personalized strategies and a client-centric approach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
LA
11/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (Lafayette LA)
LA
06/01/2009 - 06/08/2016
MORGAN STANLEY (LAFAYETTE LA)
LA
11/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
LA
06/16/1999 - 11/24/2008
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
BOTH
Issued 06/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Hayes is the right advisor for you? Invested Better is here to help.
