Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hayes is a financial advisor with over 30 years of experience in the industry. He currently works at Morgan Stanley, where he has been a registered representative since May 2023. Patrick has held positions at several other firms throughout his career, including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Patrick is registered to offer investment advice in 17 states and holds a Series 7, 31, 63, and 65 licenses. Patrick Hayes offers a variety of financial services to clients, including asset allocation advice, financial planning, pension consulting, and portfolio management. Patrick Hayes is a trusted advisor with a proven track record of success.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
05/26/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
06/12/2017 - 05/30/2023
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
GA
09/03/2010 - 06/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
06/01/2009 - 09/30/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
05/05/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
MO
07/01/2003 - 05/06/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/21/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/27/1990 - 10/11/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 10/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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