Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ayers is a financial professional with over 30 years of experience in the industry. Donald is currently registered as an Investment Advisor Representative with ON Investment Management Co. Donald has previously worked with several other firms including Park Avenue Securities LLC, Ascend Financial Services, Inc. and Prudential Insurance Company of America. Donald is a Chartered Financial Consultant and holds Series 6, 7, 24, 26, 63, and 65 licenses. Donald specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
NJ
08/27/2015 - Present
ON Investment Management Co. (MANASQUAN NJ)
NJ
07/21/1999 - 04/30/2015
PARK AVENUE SECURITIES LLC (SHREWSBURY NJ)
MN
11/01/1994 - 07/02/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
02/29/1988 - 11/23/1994
PRUCO SECURITIES CORPORATION
NJ
02/28/1988 - 11/23/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
02/29/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NJ
02/28/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
07/11/1986 - 02/10/1988
UNDERHILL ASSOCIATES, INCORPORATED
IA
Issued 12/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 09/14/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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