Unclaimed
Paul David Hay is a financial advisor with Equitable Advisors, LLC, based in Tampa, FL. Paul has been in the financial services industry since July 14, 1993. He is licensed to offer investment advice in Florida and Georgia. Paul holds Series 7, Series 6, Series 63, Series 65, and Series 24 licenses. He is also a licensed attorney in the State of Georgia. Paul's experience and expertise allow him to provide a comprehensive range of financial planning services to individuals and businesses, including portfolio management, retirement planning, and estate planning.
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.
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2
FL
12/19/2003 - Present
Equitable Advisors, LLC (TAMPA FL)
NY
07/15/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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