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Joshua M Ayers

Transamerica Financial Advisors, Inc.

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About Joshua M Ayers

Joshua Ayers is a financial advisor with Transamerica Financial Advisors, Inc. Joshua has been in the industry since November 21, 2021. Joshua is licensed in Ohio, Pennsylvania, and West Virginia. In addition to securities, Joshua also sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. Prior to joining Transamerica Financial Advisors, Inc., Joshua worked as a union representative for Duquesne Light Company.

Firm Information

Joshua Ayers is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Ayers’s Registration & Firm History

OH

04/29/2024 - Present

Transamerica Financial Advisors, Inc. (Kirtland OH)

MD

09/17/2020 - 06/03/2021

EQUITABLE ADVISORS, LLC (COLUMBIA MD)

MD

08/27/2018 - 09/17/2018

AMERIPRISE FINANCIAL SERVICES, INC. (Columbia MD)

MD

03/14/2016 - 08/22/2016

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

IA

Issued 08/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Joshua M Ayers. Review regulatory record here.
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