Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Ayala is a financial advisor with Natixis Advisors, LLC. Felipe has been in the financial services industry since 2010, and holds a variety of licenses and certifications. Felipe's previous experience includes working with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Felipe is registered with the state of Florida as an Investment Advisor Representative. Felipe specializes in providing investment advice to high net worth individuals, corporations, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
1
2
FL
02/09/2021 - Present
Natixis Advisors, LLC (Miami FL)
FL
01/03/2011 - 11/13/2020
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
WA
08/30/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ISSAQUAH WA)
IA
Issued 11/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2018
Series 3 - National Commodity Futures Examination
BC
Issued 08/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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