Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Alexander O'Kurley is an investment advisor representative at Osaic Wealth, Inc. Ashley has been in the financial services industry since September 2005. Ashley is a Certified Financial Planner and holds the Series 6, Series 63, and Series 65 licenses. Ashley also has extensive experience in insurance sales and marketing, and is a licensed insurance broker. Ashley specializes in providing financial planning services to individuals and families, including retirement planning, college savings, and estate planning. Ashley also provides investment advisory services to individuals, families, and businesses. Ashley's firm provides financial planning and investment advisory services to a variety of clients, including individuals, families, businesses, and charitable organizations. Osaic Wealth, Inc. has over 43,000 clients and over $94 billion in assets under management.
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.
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
FL
07/27/2023 - Present
Osaic Wealth, Inc. (COCONUT GROVE FL)
FL
09/13/2005 - 11/02/2018
SIGNATOR INVESTORS, INC. (COCONUT GROVE FL)
IA
Issued 02/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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