Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Hayes is a financial advisor with over 15 years of experience in the financial services industry. Paul currently works with IP Financial Advisory Services LLC. Paul has a strong background in providing financial advice to individuals and businesses. Paul holds the Series 7 and Series 66 securities licenses. In addition to his professional credentials, Paul is a dedicated advocate for his clients' financial well-being.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
FL
07/06/2021 - Present
IP Financial Advisory Services LLC (Dunedin FL)
NC
05/17/2019 - 01/15/2021
SUPREME ALLIANCE LLC (CHARLOTTE NC)
FL
09/28/2018 - 06/06/2019
BANKERS LIFE SECURITIES, INC. (Clearwater FL)
MI
05/01/2007 - 01/02/2008
HBW SECURITIES LLC (GRAND RAPIDS MI)
MI
05/10/2006 - 08/22/2006
HANTZ FINANCIAL SERVICES, INC. (GRANDVILLE MI)
MN
11/30/2005 - 04/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 04/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Hayes is the right advisor for you? Invested Better is here to help.
