Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashleigh? Claim Your ProfileAshleigh Martinez is a financial professional registered with Charles Schwab & CO., Inc., located in Lone Tree, Colorado. Ashleigh has been in the industry for over 2 years and specializes in helping clients with investment company products and variable contracts. Ashleigh is also a financial planning advisor. Prior to joining Charles Schwab, Ashleigh was associated with RFS PARTNERS in Denver, Colorado.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/03/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
05/03/2021 - 06/06/2023
RFS PARTNERS (Denver CO)
BC
Issued 05/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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