Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Hayes is a financial advisor with Ameriprise Financial Services, LLC. Gerard has been in the financial services industry since 1983. Gerard holds multiple licenses and certifications, including Series 6, 7 and 63 licenses, and the SIE exam. Gerard has a strong background in providing financial advice to individuals and families, and has a proven track record of success. Gerard is committed to helping clients reach their financial goals. Gerard is an active member of the community, and is passionate about giving back.
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 services
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.
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2
MA
08/21/2023 - Present
Ameriprise Financial Services, LLC (Plymouth MA)
MA
01/16/2009 - 08/28/2018
PROSPERA FINANCIAL SERVICES, INC. (PLYMOUTH MA)
MA
10/20/2004 - 01/20/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW BEDFORD MA)
NY
08/08/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
08/28/2000 - 08/07/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
PA
03/14/1996 - 10/02/2000
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NA
03/01/1996 - 03/08/1996
JANNEY MONTGOMERY SCOTT INC.
MA
09/11/1989 - 03/01/1996
MOORS & CABOT, INC. (BOSTON MA)
NY
02/09/1989 - 09/20/1989
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
08/10/1988 - 02/13/1989
BEAR, STEARNS & CO. INC.
NA
02/11/1988 - 08/20/1988
GRUNTAL & CO. INCORPORATED
NA
06/01/1987 - 02/20/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
03/21/1985 - 06/04/1987
DEAN WITTER REYNOLDS INC.
NA
11/30/1983 - 02/25/1985
FIRST INVESTORS CORPORATION
NA
05/01/1984 - 08/28/1984
CITATION SECURITIES
IA
Issued 10/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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