Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hays is a financial advisor with over 28 years of experience in the industry. David is a Registered Representative with J. W. Cole Advisors, Inc. and Comprehensive Financial Consultants Institutional, Inc. He has been with J. W. Cole Advisors, Inc. since May 2013. Previously, David was employed by Sammons Securities Company, LLC. David is a Series 6, 7, 24, 62, 63 and 65 licensed professional. David holds insurance licenses and provides financial planning services. He is an active board member of various organizations. David's focus is on providing a personalized financial planning approach to individuals, families, businesses and institutions. David is based in TAMPA, Florida.
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.
Hourly & fixed rate consulting
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
FL
05/30/2013 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
IN
11/06/2002 - 04/09/2013
SAMMONS SECURITIES COMPANY, LLC (BLOOMINGTON IN)
GA
10/09/1998 - 11/06/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
11/01/1995 - 10/13/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
01/14/1994 - 11/07/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Hays is the right advisor for you? Invested Better is here to help.
