Mohammed (Moe) Ayala, CIMA®,CRPC®

Financial Advisor at CUSO Financial Services L.P.
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Certified Investment Management Analyst (CIMA)
    Investments & Wealth Institute
    Jun, 2017
    - Oct, 2024
  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Apr, 2012
    - Oct, 2024
  • California Insurance License #0E14284
    -

Experience

  • CUSO Financial Services L.P.
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2022 - Present
  • U.S. Bancorp Investments, Inc.
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Wealth Management Advisor
      • Mar 2019 - Jul 2022
  • LPL Financial
    • Financial Services
    • Wealth Advisor
      • Jan 2018 - Mar 2019
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Advisor
      • Aug 2011 - Jan 2018

      Bank of America Corporation Bank of America Corporation

  • Chase
    • Netherlands
    • IT Services and IT Consulting
    • Financial Advisor
      • 2009 - Aug 2011
    • Financial Consultant
      • Sep 2006 - Oct 2009

Education

  • Kaplan University
    Accredited Certificate Program
    2005 - 2006

Community

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