Unclaimed
Samantha Leigh Hays is a financial advisor with Fidelity Personal AND Workplace Advisors. Samantha has been in the industry since 2015 and holds Series 7 and 66 securities licenses. She is also a Certified Financial Planner. Samantha has experience with Wells Fargo Clearing Services, LLC and previously worked with Wells Fargo Advisors, LLC and Wells Fargo Private Bank. Samantha currently has registrations in Alabama and Texas. Samantha and Fidelity Personal AND Workplace Advisors primarily work with individuals, high-net-worth individuals, corporations and businesses, pension plans and charitable organizations.
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.
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.
1
2
AL
11/20/2024 - Present
Fidelity Personal AND Workplace Advisors (BIRMINGHAM AL)
AL
05/19/2015 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM AL)
BOTH
Issued 06/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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