Unclaimed
Elisabeth Hayes is a financial advisor with Chapin, Davis, a firm based in BALTIMORE, MD. Elisabeth has been in the financial industry since 1988. Elisabeth has experience working with a variety of clients, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Elisabeth offers a variety of financial services, including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Elisabeth holds the Series 7, Series 16, Series 63, and Series 65 licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
MD
01/01/2025 - Present
Chapin, Davis (BALTIMORE MD)
MD
03/05/1991 - 03/27/1991
JONES FALLS SECURITIES INC. (BALTIMORE MD)
DC
07/05/1988 - 03/06/1991
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 04/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1988
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
Not sure Elisabeth Hayes is the right advisor for you? Invested Better is here to help.