Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohammed? Claim Your ProfileMohammed Ayala has been a registered investment advisor for over 20 years, specializing in a variety of services, including financial planning, pension consulting and portfolio management for individuals and businesses. Mohammed has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Mohammed currently works at Cuso Financial Services, LP, a firm with over $4.6 billion in assets under management. Mohammed has previously worked at U.S. Bancorp Investments, Inc., LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Chase Investment Services Corp.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/22/2022 - Present
Cuso Financial Services, LP (Long Beach CA)
CA
03/14/2019 - 07/28/2022
U.S. BANCORP INVESTMENTS, INC. (LOS ANGELES CA)
CA
01/16/2018 - 03/19/2019
LPL FINANCIAL LLC (DOWNEY CA)
CA
08/22/2011 - 01/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLENDALE CA)
CA
11/04/2009 - 08/17/2011
CHASE INVESTMENT SERVICES CORP. (EL SEGUNDO CA)
CA
09/26/2006 - 10/16/2009
U.S. BANCORP INVESTMENTS, INC. (AVALON CA)
CA
07/18/2003 - 07/25/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONG BEACH CA)
MN
10/04/2002 - 07/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
CA
02/26/1999 - 09/04/2002
VMR CAPITAL MARKETS US (BEVERLY HILLS CA)
IA
Issued 02/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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