Unclaimed
Patrick Hays is a financial professional with over 20 years of experience in the industry. Patrick is currently registered with USA Financial Securities LLC, and has previously held positions at AMWAY MANAGEMENT COMPANY and WADDELL & REED, INC. Patrick holds a Series 6, Series 7TO, Series 24, and Series 63 license. USA Financial Securities LLC is an investment advisor registered with the Securities and Exchange Commission. USA Financial Securities LLC's office is located in Ada, Michigan. Patrick provides financial planning services to both individuals and businesses.
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.
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.
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
MI
07/31/2023 - Present
USA Financial Securities LLC (ADA MI)
MI
09/25/1996 - 04/02/1997
AMWAY MANAGEMENT COMPANY (GRAND RAPIDS MI)
KS
03/28/1994 - 06/15/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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