Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Cunningham Hays is a financial advisor at D.a. Davidson & Co. Jean has over 30 years of experience in the financial services industry and holds the Series 7, Series 63, and SIE licenses. Jean has worked with a variety of clients, including individuals, families, businesses, and institutions. Prior to joining D.a. Davidson & Co., Jean worked at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Smith Barney Inc., and Paine Webber Incorporated. Jean is committed to providing her clients with personalized financial advice and guidance.
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.
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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WA
02/01/2011 - Present
D.a. Davidson & Co. (SEATTLE WA)
WA
01/01/2008 - 01/26/2011
WELLS FARGO ADVISORS, LLC (EDMONDS WA)
WA
12/22/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EDMONDS WA)
NY
09/26/1997 - 07/22/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
09/23/1994 - 10/13/1995
SMITH BARNEY INC. (NEW YORK NY)
NJ
08/17/1992 - 12/10/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
12/19/1984 - 07/17/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 02/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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