Unclaimed
Daniel Jennings Hayes is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Argos Wealth Advisors LLC. Daniel has previously worked at Bessemer Investor Services, Inc. and DLJDIRECT INC. Daniel holds Series 63 and 65 licenses and Series 7 and SIE registrations. Daniel offers financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Daniel is also a limited partner in a restaurant business.
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.
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.
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2
UT
03/25/2024 - Present
Argos Wealth Advisors LLC (PARK CITY UT)
NY
03/09/2000 - 06/02/2021
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
NJ
04/28/1998 - 02/08/2000
DLJDIRECT INC. (JERSEY CITY NJ)
NY
02/02/1995 - 04/18/1997
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
IA
Issued 07/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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