Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlee? Claim Your ProfileAshlee Rebecca Goodman is a financial advisor with Raymond James Financial Services Advisors, Inc. Ashlee Goodman is registered with the state of Pennsylvania as both a Registered Representative (RR) and an Investment Advisor Representative (IAR). Ashlee Goodman holds Series 7, 66 and SIE licenses, demonstrating her commitment to providing comprehensive financial guidance to her clients. Ashlee Goodman has been working in the financial industry since October 2019, with experience serving clients in a variety of capacities. Ashlee Goodman is also a part-time Financial Advisor at SJ Young Financial LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
04/01/2020 - Present
Raymond James Financial Services Advisors, Inc. (Seneca PA)
BOTH
Issued 03/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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