Daniel
Hayes
Fidelity Personal And Workplace Advisors
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About this Advisor
Daniel Hayes is a financial advisor based in Vancouver, Washington, who has 1 year of relevant experience. Hayes currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Thrivent Investment Management Inc, North Western Mutual, Bon Apetit Management Company, United States Coast Guard, University Of Portland, Thrivent Financial, Thrivent Advisor Network, LLC D/B/A M25 Advisors and Fidelity Investments. Hayes has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. Fidelity Personal And Workplace Advisors is a registered investment firm operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in assets across its 1,712,247 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees largely vary depending on the type of services provided. Fees billed by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Daniel Hayes Work History
Daniel has been registered as a financial advisor for 1 years.*
Fidelity Investments
Thrivent Advisor Network, LLC D/B/A M25 Advisors
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
North Western Mutual
Bon Apetit Management Company
United States Coast Guard
University Of Portland
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Hayes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Palo Alto, CA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Boston, MA
Fairfield, CT
Fort Lauderdale, FL
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