Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlee? Claim Your ProfileAshlee Bianca Admire is a financial advisor at Lion Street Advisors, LLC. Ashlee has been in the industry since January 20, 2016, and holds a Series 66, Series 7 and SIE license. Ashlee is a Certified Financial Planner® professional. Ashlee has experience with individuals, businesses, pension and profit-sharing plans, and high net worth individuals. Ashlee has worked at several firms before joining Lion Street Advisors. Ashlee was previously at Southern Wealth Securities, LLC, M HOLDINGS SECURITIES, INC., and UBS Financial Services Inc. Ashlee has a background in business development and has worked in several industries before her career in financial services.
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.
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.
1
2
TX
10/29/2021 - Present
Lion Street Advisors, LLC (AUSTIN TX)
TX
10/05/2018 - 09/21/2021
SOUTHERN WEALTH SECURITIES, LLC (DALLAS TX)
TX
09/13/2017 - 10/01/2018
M HOLDINGS SECURITIES, INC. (DALLAS TX)
TX
12/08/2015 - 09/08/2017
UBS FINANCIAL SERVICES INC. (DALLAS TX)
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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