Unclaimed
William Trent Hayden is a financial advisor with over 17 years of experience in the industry. William is registered with Wells Fargo Clearing Services, LLC and has held this position since November 2016. Prior to this, William worked at A. G. EDWARDS & SONS, INC. in Quincy, IL from July 2006 until January 2008. William is licensed to provide advisory services in 21 states, including Arizona, California, Colorado, Florida, Illinois and Indiana. William holds licenses for Series 66, Series 7 and SIE. William specializes in providing investment advice to individuals, businesses, pension plans, insurance companies, investment companies 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.
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.
Investment consulting services to institutional clients
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.
1
2
IL
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (QUINCY IL)
IL
07/11/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (QUINCY IL)
BOTH
Issued 07/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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