Unclaimed
Timothy Patrick Hayes is a financial advisor with Cambridge Investment Research Advisors, Inc. Timothy has been a Registered Representative since 1989. Timothy is registered in 7 states and holds FINRA Series 6, 7, 63, and 66 licenses as well as the SIE exam. Prior to joining Cambridge Investment Research Advisors, Inc., Timothy was a Registered Representative with MetLife Securities Inc. and Metropolitan Life Insurance Company. Timothy provides financial advice to a wide range of clients including high net worth individuals, individuals other than high net worth, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (BOSTON MA)
MA
04/25/1990 - 03/12/2010
METLIFE SECURITIES INC. (WESTBORO MA)
MA
05/02/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTBORO MA)
NA
03/28/1989 - 04/25/1990
UR FINANCIAL, INC.
BOTH
Issued 12/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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