Unclaimed
Ashleigh Johnson is a financial professional with experience in the industry. Ashleigh has held a Series 63, SIE and Series 6TO licenses. Ashleigh currently works with Park Avenue Securities LLC. Previous employers include Northwestern Mutual Investment Services, LLC. Ashleigh has expertise in a variety of financial areas, including financial planning, portfolio management for individuals, educational seminars and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
08/15/2024 - Present
Park Avenue Securities LLC (IRVINE CA)
PA
08/04/2020 - 07/09/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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