Unclaimed
William Clayton Hayes is a financial advisor at Vanguard Advisers, Inc. with over 20 years of experience in the industry. William Hayes is a Certified Financial Planner and holds Series 6, 7, and 63 licenses. He also holds the SIE exam. William Hayes's specialties include retirement planning, portfolio management, and investment advice. He serves a variety of clients, including individuals, families, businesses, and non-profit 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.
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
NC
03/13/2019 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
BC
Issued 07/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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