Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Ayers is an investment advisor representative associated with Hub Investment Partners, LLC. Theresa is a seasoned professional with over two decades of experience in the financial services industry. Theresa has a broad background in both the broker-dealer and investment advisory arenas, having worked with firms such as Transamerica Financial Advisors, Inc., LPL Financial LLC, and Lincoln Financial Distributors, Inc. Theresa holds the Series 6, Series 26, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Exam (SIE). Theresa is currently registered in Indiana and Texas as an investment advisor representative.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/19/2024 - Present
HUB Investment Partners, LLC (AUSTIN TX)
OH
01/17/2023 - 07/16/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (PERRYSBURG OH)
PA
07/05/2022 - 08/26/2022
MID ATLANTIC CLEARING & SETTLEMENT CORPORATION (PITTSBURGH PA)
MA
03/10/2020 - 02/16/2021
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
MA
06/10/2019 - 07/29/2019
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
IN
09/10/2018 - 03/07/2019
LPL FINANCIAL LLC (AUBURN IN)
IN
11/30/2010 - 09/05/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
NJ
03/10/2010 - 12/01/2010
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
IN
12/17/2007 - 03/11/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
PA
03/30/2004 - 03/21/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
09/04/2002 - 04/23/2004
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IN
01/30/2001 - 08/08/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/30/2001 - 08/08/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 10/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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