Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Llewellyn? Claim Your ProfileLlewellyn Raymond Hayes is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Llewellyn Raymond Hayes has been in the financial services industry for over 8 years. Llewellyn Raymond Hayes holds both Series 63 and Series 65 licenses as well as Series 7 and SIE. The advisor is registered in 21 states including Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Nevada, New Jersey, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia and Washington. The advisor has been with Fidelity Personal And Workplace Advisors since 2019. Llewellyn Raymond Hayes works in the Beavercreek, Ohio branch. Prior to joining Fidelity, Llewellyn Raymond Hayes was registered with CETERA ADVISORS 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.
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.
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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OH
12/01/2019 - Present
Fidelity Personal AND Workplace Advisors (BEAVERCREEK OH)
CA
01/22/2018 - 07/02/2019
CETERA ADVISORS LLC (EASTVALE CA)
BC
Issued 04/09/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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