Unclaimed
Tobin Brewster Ayers is an investment advisor representative with over 20 years of experience in the financial services industry. Tobin is registered with Raymond James Financial Services Advisors, Inc. in Opelika, Alabama. Tobin is licensed to provide financial advice in 15 states. Tobin specializes in providing financial advice to individuals, businesses, and retirement plans. Tobin also provides educational seminars and hourly consultations to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
06/10/2021 - Present
Raymond James Financial Services Advisors, Inc. (Opelika AL)
GA
02/29/2008 - 08/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS GA)
GA
09/09/2004 - 03/03/2008
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
01/01/2004 - 09/22/2004
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 06/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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