Unclaimed
Ashlee Fuglio is a financial advisor with J.P. MORGAN SECURITIES LLC, registered in Florida, Pennsylvania, and Texas. Ashlee has been a registered representative since May 2014 and has experience in the financial services industry since June 2014. Ashlee is licensed to sell securities and provide investment advice in a number of states, including Florida, Pennsylvania, and Texas. Ashlee has held previous roles with BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., and TD PRIVATE CLIENT WEALTH LLC. Ashlee is also an owner of Respite Rentals LLC, a real estate business based in Orlando, Florida.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
11/21/2022 - Present
J.p. Morgan Securities LLC (Miami FL)
PA
01/02/2018 - 03/15/2019
BB&T SECURITIES, LLC (PHILADELPHIA PA)
PA
10/25/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PHILADELPHIA PA)
PA
05/28/2014 - 10/21/2016
TD PRIVATE CLIENT WEALTH LLC (PHILADELPHIA PA)
BOTH
Issued 2/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/28/2014
Series 7 - General Securities 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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