Unclaimed
Ashley Cluley is a registered representative with MMA Securities LLC and an investment adviser representative of MMA ASSET MANAGEMENT LLC. Ashley has been in the financial services industry since 2018. Ashley provides wealth management and financial planning services to individuals and families. Ashley holds the Series 63, 65, 6TO, and SIE licenses.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
MA
02/20/2024 - Present
MMA Securities LLC (Boston MA)
CO
04/25/2023 - 01/29/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 03/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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