Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ayad? Claim Your ProfileAyad Amary is a financial advisor currently registered with Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC in Pennsylvania. Ayad has been in the financial industry for over 15 years and has experience with various financial institutions. Ayad is a Certified Financial Planner and holds a Series 6, 7, 63, 65, and SIE licenses. Ayad has a strong background in providing financial advice to individuals, businesses, and retirement plans. Ayad has a strong commitment to providing personalized financial advice to his clients and helping them reach 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.
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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PA
12/06/2021 - Present
Wealthcare Capital Management LLC (WEST CHESTER PA)
PA
10/19/2015 - 11/12/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CENTER VALLEY PA)
PA
03/11/2014 - 09/22/2015
SCOTTRADE, INC. (EASTON PA)
PA
09/21/2012 - 02/07/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
04/14/2011 - 10/03/2012
LEGEND TRADING, LLC (NEW YORK NY)
NJ
04/23/2012 - 09/14/2012
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NJ
04/25/2002 - 08/18/2005
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
11/30/2000 - 04/29/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
MA
05/22/2000 - 12/08/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/05/1997 - 05/08/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 10/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2011
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 09/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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