Unclaimed
Ashlee Bradbard is a registered investment advisor representative with Pacer Advisors, Inc. Ashlee has been in the securities industry since 2010 and is licensed to provide investment advisory services in Pennsylvania. Ashlee has passed the Series 66, Series 24, Series 99TO, SIE, and Series 7 exams. Ashlee also holds the title of "Officer/Director" at Thomson Sisters Racing Stable, a standardbred horse racing organization.
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.
Strategic management for diversified investment portfolios.
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.
1
2
PA
02/22/2012 - Present
Pacer Advisors, Inc. (MALVERN PA)
BOTH
Issued 03/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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