Unclaimed
Ashley Varner is a financial advisor with TCP Asset Management, LLC. Ashley has been in the financial services industry since 1993 and has a broad range of experience, including working as a Vice President of Wealth Management at TCP Asset Management and as an agent for non-variable insurance. Ashley is a registered Investment Advisor Representative in Pennsylvania.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Solicitor's fees
1
2
PA
01/31/2023 - Present
TCP Asset Management, LLC (Greensburg PA)
PA
02/13/2013 - 04/03/2018
H. BECK, INC. (GREENSBURG PA)
PA
10/25/2004 - 02/13/2013
ING FINANCIAL PARTNERS, INC. (GREENSBURG PA)
CA
08/01/2003 - 11/05/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/13/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
PA
08/02/1996 - 05/13/1999
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
08/15/1995 - 08/19/1996
MONY SECURITIES CORP. (NEW YORK NY)
PA
07/23/1992 - 12/31/1992
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
GA
08/24/1990 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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