Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Montone is a financial professional with over 10 years of experience in the financial services industry. Ashley currently holds a Series 7, Series 63, Series 6TO, and SIE licenses and is registered with the state of Pennsylvania. Ashley is affiliated with Vanguard Marketing Corp., where she has been employed since August 2012. Ashley has a proven track record of providing exceptional client service and financial advice. Ashley is committed to helping her clients achieve their financial goals.
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.
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2
PA
11/10/2020 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
08/02/2012 - 07/25/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 01/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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