Unclaimed
Evan Hays is a financial advisor registered with MML Investors Services, LLC and holds Series 7, Series 66, and SIE licenses. Evan has been in the financial services industry since April 2012 and currently works out of their Dallas, TX office. In addition to their current role with MML Investors Services, LLC, Evan has also worked with Park Avenue Securities LLC, LPL Financial LLC, and Woodbury Financial Services, Inc. Evan Hays provides financial planning, portfolio management for individuals and businesses, and pension consulting. Evan Hays also offers asset allocation programs, educational seminars, and selection of other advisors as part of their services.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
04/11/2022 - Present
MML Investors Services, LLC (Dallas TX)
TX
01/09/2018 - 04/04/2022
PARK AVENUE SECURITIES LLC (DALLAS TX)
TX
09/27/2013 - 01/10/2018
LPL FINANCIAL LLC (DALLAS TX)
TX
04/14/2012 - 10/09/2013
WOODBURY FINANCIAL SERVICES, INC. (DALLAS TX)
BOTH
Issued 4/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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