Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Hayes is a financial advisor registered with Truist Advisory Services, Inc. Amy has been working in the financial services industry since 1986 and holds Series 7, 63, and 65 licenses. Amy specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals. Amy provides services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, banking or thrift institutions, and pension and profit-sharing plans.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
08/18/2016 - Present
Truist Advisory Services, Inc. (HICKORY NC)
NC
10/16/2000 - 07/11/2014
FIRST CITIZENS INVESTOR SERVICES, INC. (HICKORY NC)
MO
10/01/2000 - 10/12/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/15/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
10/16/1987 - 07/27/1993
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NA
12/17/1985 - 11/09/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 10/18/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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