Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott William Ayers is an Investment Advisor Representative with Beacon Pointe Advisors, LLC. Scott has been in the industry since 2007. Scott holds a Series 63, Series 65, and a Series 6 license. Scott is registered with the state of California. Scott is also a licensed insurance agent with Beacon Pointe Insurance Services, LLC. Scott has experience working with a variety of client types including individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
1
2
CA
02/15/2013 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
03/27/2007 - 01/14/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
IA
Issued 02/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Scott Ayers is the right advisor for you? Invested Better is here to help.
