Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Hayes is a financial advisor with over 35 years of experience in the industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 7, 63, and 66 licenses. Gregory has a wide range of experience serving clients in a variety of areas including investment management, financial planning, pension consulting, and education seminars. He is also a General Partner at Makefield Properties LLC. Gregory is committed to helping individuals and families reach 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/11/1995 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (YARDLEY PA)
NA
12/13/1986 - 10/06/1987
GILFORD SECURITIES INCORPORATED
NA
08/20/1985 - 01/12/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 10/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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