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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Blecha Wilks is a financial advisor with Morgan Stanley. Ashley has been in the industry since 1999. Ashley is registered in 53 states and the District of Columbia as a broker. Ashley is also registered in 3 states as an investment advisor representative. Ashley has a total of 58 years of experience in the securities industry. Ashley holds the following licenses: Series 6, Series 7, Series 9, Series 10, Series 63 and Series 66.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
12/11/2018 - Present
Morgan Stanley (Sarasota FL)
AL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRHOPE AL)
AL
05/27/2004 - 04/02/2007
MORGAN STANLEY DW INC. (FAIRHOPE AL)
MO
07/03/2002 - 05/26/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
11/11/1997 - 05/17/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 05/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/25/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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