Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aiyisha? Claim Your ProfileAiyisha Adams is a financial advisor with over 15 years of experience in the financial industry. Aiyisha holds Series 4, 7, 24, 52, 53, 63, and 66 licenses. Aiyisha has worked with several firms, including FSC Securities Corporation, SagePoint Financial, Inc., and Woodbury Financial Services, Inc. Currently, Aiyisha works with Osaic Wealth, Inc., a firm that provides financial planning, portfolio management, and other financial services to individuals, businesses, and institutions. Osaic Wealth, Inc. has a strong commitment to providing its clients with personalized financial advice and customized financial solutions. Aiyisha is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
02/10/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
09/26/2018 - 09/13/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/26/2018 - 09/13/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
09/26/2018 - 09/13/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
09/26/2018 - 09/13/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/29/2014 - 07/31/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (FAIRBURN GA)
GA
03/05/2012 - 01/04/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
GA
12/17/2009 - 01/30/2012
BB&T INVESTMENT SERVICES, INC. (NEWNAN GA)
GA
06/15/2009 - 12/23/2009
NYLIFE SECURITIES LLC (ATLANTA GA)
GA
09/19/2006 - 04/13/2009
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 08/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/14/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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