Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ainsley? Claim Your ProfileAinsley Bishop is an investment advisor representative with Delta Financial Advisors, LLC, which is based in New Orleans, LA. Ainsley has been in the industry since 2000. Ainsley's experience includes working with Charles Schwab & Co., Inc. and Morgan Stanley DW Inc. Ainsley holds the Series 66, Series 7, Series 10 and Series 31 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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LA
04/28/2005 - Present
Delta Financial Advisors, LLC (NEW ORLEANS LA)
TX
09/16/2002 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/02/2000 - 06/28/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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