Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Hayes is a financial advisor with Equitable Advisors, LLC, and has been in the financial services industry since April 15, 2002. Stacy has been registered with various firms throughout their career, including Lion Street Financial, LLC, Woodbury Financial Services, Inc., BBVA Securities Inc., and Guaranty Brokerage Services, Inc. Stacy is licensed in Hawaii, Pennsylvania, Texas, Virginia and Wisconsin. They are a registered Investment Advisor and a registered Representative.
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
TX
07/12/2024 - Present
Equitable Advisors, LLC (TYLER TX)
TX
04/28/2017 - 07/12/2024
LION STREET FINANCIAL, LLC (TYLER TX)
TX
05/15/2014 - 05/01/2017
WOODBURY FINANCIAL SERVICES, INC. (TYLER TX)
TX
05/16/2013 - 05/15/2014
BBVA SECURITIES INC. (TYLER TX)
TX
02/08/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (TYLER TX)
TX
03/01/2002 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (TYLER TX)
IA
Issued 11/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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