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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ayer is an investment advisor representative with Hightower Advisors, LLC. Steven Ayer has been in the industry since October 25, 1994. Steven Ayer is also registered with the state of Connecticut as an Investment Advisor Representative. Steven Ayer is also a board member and chairman of the board of Farmers Cow Development Corp., a franchising company, where Steven Ayer devotes 6 hours per month and 2 hours during securities trading hours.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
01/02/2020 - Present
Hightower Advisors, LLC (Norwich CT)
CT
06/01/2009 - 03/12/2010
MORGAN STANLEY SMITH BARNEY (MYSTIC CT)
NY
01/23/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PURCHASE NY)
MI
10/26/1994 - 01/25/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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