Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlee? Claim Your ProfileAshlee Marie Fox is a registered investment advisor representative with Rockefeller Financial LLC. Ashlee has been in the financial services industry since 2018, previously working with Morgan Stanley, Kestra Investment Services, LLC, Fidelity Brokerage Services LLC, and Raymond James & Associates, Inc. Ashlee is registered to provide investment advice in 53 states and is licensed to sell securities in 53 states and 2 territories. Ashlee is a Series 7 and Series 66 licensed professional.
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.
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2
SC
05/24/2024 - Present
Rockefeller Financial LLC (Hilton Head Island SC)
GA
12/22/2022 - 05/08/2024
MORGAN STANLEY (Savannah GA)
SC
06/15/2022 - 12/01/2022
KESTRA INVESTMENT SERVICES, LLC (Mount Pleasant SC)
SC
02/04/2021 - 05/18/2022
FIDELITY BROKERAGE SERVICES LLC (MOUNT PLEASANT SC)
SC
01/09/2020 - 10/19/2020
RAYMOND JAMES & ASSOCIATES, INC. (MT. PLEASANT SC)
FL
08/31/2017 - 01/03/2020
MORGAN STANLEY (NAPLES FL)
BOTH
Issued 06/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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