Unclaimed
Ashley Anne Galvin is an investment advisor representative at Hightower Advisors, LLC. Ashley has been in the industry since 2009 and has a Series 66, SIE, and Series 7 license. Ashley has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ashley specializes in providing financial planning, portfolio management, and treasury management services. Previously, Ashley was an advisor at Morgan Stanley Smith Barney. Ashley has a strong track record of success in the investment advisory industry.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
VA
07/08/2011 - Present
Hightower Advisors, LLC (VIENNA VA)
VA
07/16/2009 - 07/29/2011
MORGAN STANLEY SMITH BARNEY (VIENNA VA)
BOTH
Issued 03/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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