Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlee? Claim Your ProfileAshlee Sample is a registered representative with Dimensional Fund Advisors LP. Ashlee has been in the financial services industry since August 2022 and holds several licenses including the Series 66, Series 7TO, and SIE. Ashlee is registered to provide investment advisory services in 53 states and the District of Columbia. Ashlee is also registered as a Registered Representative in Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
12/12/2024 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 09/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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