Unclaimed
Ayinde J Shepherd is a financial advisor who has been in the industry since December 2006. Ayinde is currently registered with MML Investors Services, LLC. Ayinde has a wide range of experience in the financial services industry, having previously worked for companies such as Santander Securities LLC, Citizens Securities, Inc., and Ameriprise Financial Services, Inc. Ayinde is registered with the state of Connecticut as a Registered Representative and Investment Advisor Representative. Ayinde holds Series 7, 24, 51, 52, 53, 63, and 65 licenses. Ayinde's specialties include asset allocation, financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
07/27/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
11/23/2018 - 07/17/2023
SANTANDER SECURITIES LLC (Dorchester MA)
RI
01/17/2018 - 11/19/2018
CITIZENS SECURITIES, INC. (JOHNSTON RI)
MA
09/12/2017 - 01/30/2018
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
10/04/2011 - 08/10/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Boston MA)
MA
07/15/2008 - 02/11/2011
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
NJ
11/11/2005 - 03/14/2008
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
11/11/2005 - 03/14/2008
NEW ENGLAND SECURITIES (SOMERSET NJ)
CA
11/11/2005 - 03/14/2008
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
11/11/2005 - 03/14/2008
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
11/11/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SOMERSET NJ)
IA
Issued 10/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/11/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/17/2006
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 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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