Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hayes is a financial advisor with over 8 years of experience in the industry. Jeffrey has a Series 7, Series 63, and Series 65 license. Jeffrey is currently registered with Vanguard Advisers, Inc., a firm with over 800,000 accounts and $333 billion in assets under management. Jeffrey’s areas of expertise include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jeffrey has previously worked with USAA Financial Advisors, Inc. and National Planning Corporation.
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.
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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2
NC
03/23/2023 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
TX
03/10/2015 - 12/14/2016
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
03/05/2014 - 12/04/2014
NATIONAL PLANNING CORPORATION (DALLAS TX)
CA
12/11/2009 - 03/08/2013
GREAT PACIFIC SECURITIES (COSTA MESA CA)
BOTH
Issued 03/21/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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