Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas James Hayes is a registered investment advisor representative with J. W. Cole Advisors, Inc., specializing in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. Thomas has been in the financial services industry since 1998. He is a Certified Public Accountant (CPA) and holds a Personal Financial Specialist (PFS) designation. Thomas has a wide range of experience in the financial services industry, including working with both J.W. Cole Financial, Inc. and Jonathan Roberts Financial Group, Inc. Thomas is licensed in a variety of states including Texas, Florida, California, Colorado, Kansas, Louisiana, Mississippi, Missouri, South Carolina and Alabama. Thomas currently works from the J. W. Cole Advisors, Inc. branch office located in The Woodlands, Texas.
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.
Hourly & fixed rate consulting
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
TX
04/19/2005 - Present
J. W. Cole Advisors, Inc. (THE WOODLANDS TX)
FL
09/13/2001 - 09/05/2003
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
TX
09/24/1998 - 09/13/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Hayes is the right advisor for you? Invested Better is here to help.
