Unclaimed
Ayub Sicard is a financial advisor in Boca Raton, FL. Ayub has been in the financial services industry since June 26, 2006. Ayub is currently registered with LPL Financial LLC and has previously been registered with J.P. MORGAN SECURITIES LLC, MORGAN STANLEY, IAA FINANCIAL LLC, and GUNNALLEN FINANCIAL, INC. Ayub has a Series 7, Series 63, and Series 65 license and is a registered Investment Advisor Representative in Florida and Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/06/2022 - Present
LPL Financial LLC (BOCA RATON FL)
FL
03/02/2018 - 07/07/2022
J.P. MORGAN SECURITIES LLC (Boca Raton FL)
FL
08/04/2014 - 07/11/2016
MORGAN STANLEY (BOCA RATON FL)
FL
09/18/2009 - 05/08/2014
IAA FINANCIAL LLC (BOCA RATON FL)
FL
08/10/2004 - 10/02/2009
GUNNALLEN FINANCIAL, INC (BOCA RATON FL)
IA
Issued 01/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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