Unclaimed
Kurt Andrew Hayn is a financial advisor who has been in the industry since 1999. Kurt has worked for several firms including ProEquities, Inc., UVEST Financial Services Group, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and is currently registered with Bankers Life Advisory Services, Inc. in Pennsylvania. Kurt offers investment advisory and financial planning services.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
PA
07/05/2016 - Present
Bankers Life Advisory Services, Inc. (KING OF PRUSSIA PA)
PA
09/13/2010 - 02/05/2016
PROEQUITIES, INC. (KING OF PRUSSIA PA)
PA
12/12/2005 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (KING OF PRUSSIA PA)
MO
07/01/2003 - 12/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/13/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/01/1999 - 12/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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