Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashana? Claim Your ProfileAshana Harp is a registered representative with Citigroup Global Markets Inc., working out of their New York branch office. Ashana has been a registered representative for over a decade, holding registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Ashana is also registered as an Investment Advisor Representative in New York. Ashana specializes in financial planning, portfolio management for businesses and individuals, and provides asset allocation advice.
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.
Asset allocation advice
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.
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2
NY
07/12/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
09/24/2020 - 07/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JAMAICA NY)
NY
10/01/2012 - 09/26/2018
J.P. MORGAN SECURITIES LLC (LAWRENCE NY)
NY
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAWRENCE NY)
BOTH
Issued 12/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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