Unclaimed
Barry Clifford Hays is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Barry has been in the financial services industry since April 14, 2000. Barry is registered in 52 states as a Broker-Dealer, as well as in Arizona, Texas, and Utah as an Investment Advisor Representative. Barry is also a Certified Financial Planner. Barry specializes in Portfolio Management for Individuals and Businesses, as well as providing Financial Planning and Educational Seminars. Barry was previously with Vanguard Marketing Corporation in Scottsdale, Arizona.
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.
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.
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
AZ
02/17/2021 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
AZ
11/30/1999 - 03/13/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 08/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Barry Hays is the right advisor for you? Invested Better is here to help.