Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph William Hayes is a financial advisor with over 20 years of experience in the industry. Joseph is a Certified Financial Planner® and holds Series 6, 63, and 65 licenses. Joseph is currently registered with Hightower Advisors, LLC and provides financial planning and investment management services to individuals, families, businesses, and institutions. Joseph is committed to providing personalized financial advice and helping clients achieve their financial goals. Prior to joining Hightower Advisors, Joseph worked with MML Investors Services, LLC and Park Avenue Securities LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MA
08/09/2023 - Present
Hightower Advisors, LLC (North Andover MA)
MA
07/30/2004 - 09/27/2012
MML INVESTORS SERVICES, LLC (DANVERS MA)
NY
01/23/2001 - 08/03/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/14/1994 - 10/24/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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