Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashleigh? Claim Your ProfileAshleigh Schwerbel is a financial advisor at U.S. Bancorp Investments, Inc. in Redmond, Oregon. Ashleigh specializes in helping clients with various financial planning needs, including investment management, portfolio management for businesses and individuals, selection of other advisers and publication of periodicals. Ashleigh is licensed in Oregon and has passed the Series 63, Series 6TO, and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
02/02/2023 - Present
U.s. Bancorp Investments, Inc. (Redmond OR)
BC
Issued 04/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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