Unclaimed
William Ayers has been in the financial services industry since 2001 and is currently registered with Grove Point Investments, LLC in Beaumont, Texas. William has a Series 7, Series 6, and Series 63 license and is also registered in Colorado and Texas. William has prior experience with New England Securities and Ascend Financial Services, Inc.
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.
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.
1
2
TX
01/22/2007 - Present
Grove Point Investments, LLC (BEAUMONT TX)
TX
05/16/2001 - 01/30/2007
NEW ENGLAND SECURITIES (HOUSTON TX)
MN
02/16/2001 - 03/30/2001
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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