Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ayala is a financial advisor with over 15 years of experience in the industry. David is registered with Raymond James Financial Services Advisors, Inc. and is also registered in 18 states. David has a strong track record of helping clients achieve their financial goals. David specializes in financial planning, portfolio management, and retirement planning. David is committed to providing personalized service and building long-term relationships with clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
01/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (Phoenix AZ)
AZ
04/25/2017 - 12/19/2019
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
09/19/2008 - 04/06/2017
EDWARD JONES (PHOENIX AZ)
BOTH
Issued 10/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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