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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Windsor Hayes is a financial advisor with Fidelity Personal AND Workplace Advisors. Evan has been in the financial industry since March 2015. Evan has a Series 7, Series 63 and Series 66 registration and is registered as a broker-dealer in 34 states and is an Investment Advisor Representative in two states. Evan specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations and other businesses, and pension and profit-sharing plans. Evan works out of the New York, NY branch office of Fidelity Personal AND Workplace Advisors. Evan is also a trustee for two rental properties in Illinois. Evan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
NY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
BOTH
Issued 08/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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