Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ayers is a registered representative with Madison Avenue Securities, LLC. Patrick has been in the securities industry since January 11, 1993. Patrick has a Series 6, 62, 63 and 65 licenses, and is licensed to provide investment advice in the states of California, Colorado, Florida, Georgia, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia and West Virginia. Patrick specializes in investment advice and financial planning for individuals, businesses, high-net-worth individuals, pension plans and charitable organizations.
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.
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.
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2
CA
02/15/2017 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
VA
05/21/1997 - 02/14/2017
VOYA FINANCIAL ADVISORS, INC. (ROANOKE VA)
TX
01/12/1993 - 06/05/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 05/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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