Unclaimed
Philip Clyde Hayes is a financial advisor with Ameriprise Financial Services, LLC. Philip has been in the financial services industry since 2006. Philip's office is located at 226 RUSSELL ST, STE A, HADLEY, MA. Prior to joining Ameriprise Financial Services, LLC, Philip was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., and CITIGROUP GLOBAL MARKETS INC. Philip has a wide range of experience, including financial planning, portfolio management, and asset allocation.
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.
Asset allocation services
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.
1
2
MA
11/09/2012 - Present
Ameriprise Financial Services, LLC (HADLEY MA)
MA
10/23/2009 - 11/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
MA
10/17/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SPRINGFIELD MA)
MA
02/09/2006 - 10/30/2008
CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD MA)
BOTH
Issued 02/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Hayes is the right advisor for you? Invested Better is here to help.