Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashleigh? Claim Your ProfileAshleigh Overly is a financial advisor registered with Truist Advisory Services, Inc. Ashleigh has been in the industry since 2012. Ashleigh is licensed to provide financial advice in Alabama, Florida, Georgia, and Tennessee. Prior to joining Truist Advisory Services, Inc., Ashleigh worked at SunTrust Investment Services, Inc., and SunTrust Robinson Humphrey, Inc.
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.
Wrap fee product and financial profiling services using desktop software
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
TN
09/28/2020 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
TN
09/20/2016 - 06/24/2019
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
GA
10/20/2010 - 09/26/2016
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 01/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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