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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Hays is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Stratos Wealth Partners, Ltd. in Ohio and Texas. He is also registered as an investment advisor representative (IAR) in Ohio. Robert has a strong background in the financial services industry. Prior to joining Stratos Wealth Partners, Ltd., Robert was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Robert holds the Series 7, 63, 31, and SIE licenses, as well as the Uniform Investment Adviser Law Examination (Series 65). Robert's specializations include retirement planning, college planning, and wealth management. If you are seeking an experienced and knowledgeable financial advisor, Robert David Hays would be a good choice.
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.
Percentage of assets under management with third party managers
1
2
OH
03/04/2020 - Present
Stratos Wealth Partners, Ltd. (Powell OH)
OH
09/29/2010 - 03/05/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
06/01/2009 - 10/06/2010
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
OH
01/05/2001 - 04/02/2007
MORGAN STANLEY DW INC. (COLUMBUS OH)
OH
03/27/1999 - 01/12/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
07/16/1997 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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