Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Hayek is a Registered Representative at Charles Schwab Investment Management, Inc. in Boston, MA. John has been in the securities industry since November 9, 2011. John is licensed in 24 states. John has passed exams for Series 63, 66, 7, 9, 10 and SIE. John previously worked at FIDELITY BROKERAGE SERVICES LLC in MERRIMACK, NH and is registered as an Investment Advisor Representative. John is a registered representative of Charles Schwab Investment Management, Inc. and an Investment Advisor Representative. John provides portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Costs
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2
MA
09/06/2024 - Present
Charles Schwab Investment Management, Inc. (Boston MA)
NH
10/21/2011 - 06/27/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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