Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ryan Hayes is a registered investment advisor with Fidelity Personal and Workplace Advisors. Daniel has been in the financial services industry for over eight years. Daniel is licensed to sell securities in Alaska, Arizona, California, Florida, Georgia, Hawaii, Idaho, Illinois, Nevada, North Carolina, Oregon, South Carolina, Utah, Virginia, and Washington. Daniel has a Series 7 license, Series 66 license, and a Securities Industry Essentials license. Daniel specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Daniel has previously worked at Thrivent Investment Management Inc. and PURSHE KAPLAN STERLING INVESTMENTS. Daniel is an active member of the financial services industry and is committed to providing his clients with the highest level of service.
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.
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2
WA
09/02/2022 - Present
Fidelity Personal AND Workplace Advisors (VANCOUVER WA)
OR
04/08/2021 - 07/25/2022
PURSHE KAPLAN STERLING INVESTMENTS (Salem OR)
OR
05/13/2015 - 04/13/2021
THRIVENT INVESTMENT MANAGEMENT INC. (LAKE OSWEGO OR)
BOTH
Issued 06/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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