Profiel
Ms. Rebecca T.
Hayes is Client Advisor at Planning Solutions Group LLC.
Ms. Hayes joined PSG in 2007.
Her role involves managing client inquiries and requests, as well as providing advice and guidance in the areas of retirement planning, asset management, insurance, and the implementation of an overall financial plan.
In addition to providing exemplary client service, she also takes part in the firm's coordination of innovative marketing and community outreach initiatives.
Ms. Hayesholds the FINRA Series 7, 63 & 65 registrations, along with the Life & Health insurance license.
She graduated with honors from St. Mary's College of Maryland, with a focus in English & Economics.
Eerdere bekende functies van Rebecca Taylor Hayes
Bedrijven | Functie | Einde |
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Planning Solutions Group LLC
Planning Solutions Group LLC Investment ManagersFinance Founded in 2010, Planning Solutions Group LLC is a registered investment advisor located in Fulton, Maryland. The firm is a subsidiary of PSG Companies LLC. They provide services to individuals, pension and profit sharing plans, trusts, estates, corporations and business entities. | Verkoop & Marketing | 25-07-2013 |
Opleiding van Rebecca Taylor Hayes
St. Mary's College (Maryland) | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Planning Solutions Group LLC
Planning Solutions Group LLC Investment ManagersFinance Founded in 2010, Planning Solutions Group LLC is a registered investment advisor located in Fulton, Maryland. The firm is a subsidiary of PSG Companies LLC. They provide services to individuals, pension and profit sharing plans, trusts, estates, corporations and business entities. | Finance |