Unclaimed
Linda Hayes is a financial advisor at Raymond James & Associates, Inc., in San Carlos, California. Linda has been in the financial services industry for over 10 years. Linda has experience in providing financial planning and investment management services to individuals, corporations, and other business entities. Linda's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Barclays Capital Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Linda holds the Series 7 and Series 66 securities licenses.
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.
Please see note in schedule d - miscellaneous
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.
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2
CA
04/22/2016 - Present
Raymond James & Associates, Inc. (SAN CARLOS CA)
CA
07/06/2012 - 08/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
03/20/2012 - 07/19/2012
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
06/21/2010 - 03/28/2012
MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)
NY
11/08/2005 - 06/21/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 08/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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