Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Ayers is a financial advisor with over 23 years of experience in the industry. Joel is currently registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, New York, North Carolina, South Carolina, Texas, Utah, Virginia and West Virginia. Joel has also previously worked with several other firms including BB&T Securities, LLC, BB&T Investment Services, Inc., Raymond James Financial Services, Inc., LPL Financial LLC, UVEST Financial Services Group, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., and Edward Jones. Joel specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisers.
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 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.
A percentage of the total value of assets under management is charged.
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NC
01/27/2022 - Present
Ameriprise Financial Services, LLC (Winston Salem NC)
NC
01/02/2018 - 12/20/2018
BB&T SECURITIES, LLC (KERNERSVILLE NC)
NC
01/15/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
05/09/2011 - 01/15/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (LEXINGTON NC)
NC
03/07/2008 - 05/24/2011
LPL FINANCIAL LLC (WINSTON SALEM NC)
NC
09/11/2007 - 03/10/2008
UVEST FINANCIAL SERVICES GROUP, INC. (KING NC)
NC
12/16/2005 - 03/30/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (HIGH POINT NC)
NC
05/01/2003 - 12/16/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MO
01/02/2000 - 04/23/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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