Unclaimed
Thomas Martin Hayes is a financial advisor with over 25 years of experience in the industry. Thomas is registered with D.a. Davidson & Co. and holds several licenses, including Series 7, Series 24, Series 63, Series 79TO, and SIE. Thomas is based in Great Falls, Montana, and has served clients in several states, including Alaska, Colorado, Idaho, Minnesota, Montana, North Dakota, Oregon, South Dakota, Washington, and Wyoming. Thomas specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
1
2
MT
07/06/1998 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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