Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlea? Claim Your ProfileAshlea Ayer is a financial professional with Kaufman Rossin Wealth, LLC. Ashlea is a Certified Financial Planner. Ashlea has been in the industry since September 2012 and holds licenses to practice in California, Florida, and Texas. Ashlea has experience with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
09/19/2024 - Present
Kaufman Rossin Wealth, LLC (Ft Lauderdale FL)
Active
Inactive
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