Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Avery Hayes is a registered Investment Advisor Representative in Indiana, affiliated with Milestone Asset Management, LLC. Thomas specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, corporations, and charitable organizations. Thomas is a Series 65 license holder, having passed the Uniform Investment Adviser Law Examination in June 2024. Thomas's career in the financial industry began in May 2022 with Milestone Asset Management, LLC.
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.
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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IN
06/24/2024 - Present
Milestone Asset Management, LLC (KOKOMO IN)
IA
Issued 06/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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