Unclaimed
Ashleigh Fruge' Angelle is an active Registered Representative and Investment Advisor Representative. Ashleigh works for MML Investors Services, LLC, which has offices in Lafayette, LA. Ashleigh has been working in the financial industry since August 2012. Ashleigh is registered to conduct business in Florida, Louisiana and Texas. Ashleigh holds the Series 63, 65 and 7 licenses and the SIE certification. Ashleigh has experience working with high-net-worth individuals, insurance companies, corporations or other businesses, pension and profit-sharing plans, trusts, foundations and endowments, charitable organizations and banking or thrift institutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
LA
05/23/2019 - Present
MML Investors Services, LLC (LAFAYETTE LA)
LA
08/23/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
08/27/2012 - 08/23/2016
MSI FINANCIAL SERVICES, INC. (LAFAYETTE LA)
IA
Issued 08/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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