Unclaimed
Calvin Bradley Hays is a financial advisor who has been in the industry since 1994. Calvin has a broad background in financial services with experience at several major firms. Currently, Calvin is a Regional Director, Intermediary Sales at Great Lakes Advisors, LLC. Calvin is licensed in 21 states and is a registered investment advisor in Illinois and New Jersey.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fulcrum fee; asset-based fee contingent on performance
1
2
IL
03/29/2016 - Present
Great Lakes Advisors, LLC (CHICAGO IL)
NJ
03/04/2013 - 06/17/2014
TD AMERITRADE, INC. (MARLTON NJ)
IL
11/02/2001 - 02/20/2013
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
NY
06/17/1998 - 09/04/2001
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
TX
01/03/1995 - 05/21/1998
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
MA
02/01/1994 - 12/06/1994
JMC INVESTMENT SERVICES, INC. (BOSTON MA)
MO
01/18/1993 - 12/08/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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