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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Thomas Hayes is an investment advisor representative associated with Provenance Wealth Advisors. Brendan is a registered investment advisor with a combined 26 years of experience in the financial services industry. Brendan has been registered with Provenance Wealth Advisors since 2013. Brendan is a Series 6 and Series 63 registered representative and is also a Series 65 licensed individual. Brendan offers portfolio management for individuals and is also an agent for the sale of non-variable insurance. Brendan's firm manages $2.6 billion in assets for a total of 2046 clients. The firm also offers financial planning, pension consulting and portfolio consulting services.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting services
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.
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2
FL
08/28/2023 - Present
Provenance Wealth Advisors (FORT LAUDERDALE FL)
FL
08/30/2013 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST PALM BEACH FL)
FL
09/03/2004 - 09/03/2013
WALNUT STREET SECURITIES, INC. (BOCA RATON FL)
IN
08/09/2000 - 09/03/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 09/03/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
09/24/1997 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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