Unclaimed
Hayden Gresham is an investment advisor representative at Steward Partners Investment Advisory, LLC. Hayden has been in the industry since March 13, 2023, and holds the Series 7TO, Series 66 and SIE exams. Hayden is registered in 12 states and is an active member of the North Carolina Securities Division and the Financial Industry Regulatory Authority (FINRA). Hayden previously worked at Raymond James Financial Services, Inc. in Monroe, North Carolina.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NC
03/13/2023 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Monroe NC)
BOTH
Issued 8/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 8/8/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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