Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlee? Claim Your ProfileAshlee Nicole Ogrzewalla is a financial advisor with Benjamin F. Edwards & Company, Inc. Ashlee has been in the industry for over 10 years and holds the Series 7, Series 63, and Series 65 licenses. Ashlee is also a Certified Financial Planner. Ashlee has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Ashlee is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MO
04/21/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NY
09/24/2019 - 04/22/2022
PENTEGRA DISTRIBUTORS INC. (WHITE PLAINS NY)
IL
06/13/2018 - 08/31/2018
PURSHE KAPLAN STERLING INVESTMENTS (SWANSEA IL)
MO
10/09/2017 - 04/24/2018
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ST. LOUIS MO)
MO
10/09/2017 - 04/24/2018
MUTUAL OF AMERICA SECURITIES LLC (ST. LOUIS MO)
IL
06/25/2014 - 06/29/2016
KESTRA INVESTMENT SERVICES, LLC (NASHVILLE IL)
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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