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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Ali Ayers is a financial advisor with over 15 years of experience in the industry. Currently, Joseph Ali Ayers is registered with Cambridge Investment Research Advisors, Inc. in Las Vegas, Nevada. Joseph Ali Ayers is also a registered investment advisor representative with Cambridge Investment Research, Inc. in Fairfield, Iowa. Joseph Ali Ayers has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, TIAA-CREF Individual & Institutional Services, LLC, Regal Securities, Inc., and Banc of America Investment Services, Inc. Joseph Ali Ayers's professional designations include the Series 66, SIE, and Series 7 licenses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NV
07/01/2021 - Present
Cambridge Investment Research Advisors, Inc. (Las Vegas NV)
NV
01/08/2018 - 08/20/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NV
08/18/2014 - 05/17/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAS VEGAS NV)
NV
03/06/2009 - 08/05/2014
REGAL SECURITIES, INC. (LAS VEGAS NV)
NV
09/08/2003 - 03/10/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HENDERSON NV)
NY
10/31/2001 - 11/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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