Unclaimed
Ashleigh Lauren Hamrick is a financial advisor at William Blair. Ashleigh has been in the financial services industry since 2011. Ashleigh has earned the Certified Financial Planner designation and holds Series 66, 7 and SIE licenses. Before joining William Blair, Ashleigh worked at Morgan Stanley and Edward Jones. Ashleigh specializes in equity research services, financial planning, portfolio management for businesses, and portfolio management for individuals. Ashleigh has been registered with the state of Illinois since 2019 and is currently registered with the Financial Industry Regulatory Authority (FINRA).
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.
Equity research services
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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2
IL
03/19/2019 - Present
William Blair (CHICAGO IL)
IL
09/15/2014 - 03/19/2019
MORGAN STANLEY (OAK BROOK IL)
IL
07/13/2011 - 09/19/2013
EDWARD JONES (BLOOMINGTON IL)
BOTH
Issued 08/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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