Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kenneth Hayes is a registered representative with Fidelity Personal AND Workplace Advisors. Edward has over 20 years of experience in the financial services industry. Edward is licensed to provide investment advice in 52 states and has been with Fidelity Personal AND Workplace Advisors since 2018. Previous firms where Edward has worked include Raymond James & Associates, Inc., CUNA Brokerage Services, Inc., NatCity Investments, Inc., and Charles Schwab & Co., Inc. Edward specializes in providing financial planning, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
1
2
FL
10/17/2022 - Present
Fidelity Personal AND Workplace Advisors (ST PETERSBURG FL)
FL
03/26/2021 - 07/21/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IN
01/20/2005 - 05/21/2009
CUNA BROKERAGE SERVICES, INC. (INDIANAPOLIS IN)
OH
03/07/2003 - 01/03/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
TX
05/22/2000 - 03/11/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 10/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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