Unclaimed
Ashley Bonina is a financial advisor with Fidelity Brokerage Services LLC. Ashley has been working in the financial industry since February 2007, when she was registered with Fidelity Investments Institutional Services Company, Inc.. Ashley holds the Series 6, 7, 26 and 63 licenses and is registered to offer securities in all 50 states. Ashley specializes in working with individuals and families on retirement planning, college savings, and investment strategies.
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.
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.
1
2
TX
01/01/2008 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
02/08/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 04/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Ashley Bonina is the right advisor for you? Invested Better is here to help.