Unclaimed
Nancy Hayes is a financial advisor with over 40 years of experience in the industry. Nancy is a registered representative with Commonwealth Financial Network. Nancy is currently registered with the states of Illinois and Wisconsin. She has a proven track record of success in helping individuals, families, and businesses reach their financial goals. Nancy has worked at several firms throughout her career, including Invest Financial Corporation and Merrill Lynch. Her commitment to providing personalized financial advice and guidance is evident in her long-standing relationships with clients. Nancy provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. She is dedicated to helping her clients 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/04/2022 - Present
Commonwealth Financial Network (Naperville IL)
IL
03/24/1988 - 01/08/2018
INVEST FINANCIAL CORPORATION (NAPERVILLE IL)
IL
01/28/2008 - 02/21/2008
NATCITY INVESTMENTS, INC. (NAPERVILLE IL)
NA
11/24/1982 - 02/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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