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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hayden? Claim Your ProfileHayden Leonard is a financial advisor with Fidelity Personal and Workplace Advisors. Hayden has been working in the financial industry since October 2017 and has extensive experience in providing financial advice. Hayden holds both Series 63 and 66 licenses, and Series 7 and SIE licenses. In addition to being registered in North Carolina as an Investment Advisor Representative, Hayden is also registered as a Broker in 52 states and a Registered Investment Advisor in Texas. Hayden focuses on providing financial planning, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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
FL
09/29/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
NC
12/18/2019 - 07/15/2021
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
03/05/2019 - 09/10/2019
TD AMERITRADE, INC. (DURHAM NC)
NC
05/08/2017 - 02/12/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 04/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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