Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alan Hayes is a financial advisor with over 17 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc., where he provides financial planning and investment advisory services. Matthew's career includes prior roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Matthew holds a Series 6, 7, 63, and 65 licenses. Matthew also holds the SIE exam. Matthew is registered with the state of Texas and Florida. Matthew is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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.
1
2
TX
11/02/2018 - Present
Osaic Wealth, Inc. (KELLER TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
08/14/2006 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (KELLER TX)
TX
09/27/2005 - 08/08/2006
NYLIFE SECURITIES INC. (FORT WORTH TX)
IA
Issued 06/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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