Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Brittany Ellery is a financial advisor currently registered with LPL Financial LLC. Ashley has been in the financial services industry since 2019 and previously worked at UBS Securities LLC. Ashley has a Series 63 license, a Series 7TO license, and a SIE license. Ashley is registered with the state of South Carolina and Tennessee. Ashley specializes in helping individuals, corporations, and charitable organizations with their financial planning needs.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
07/19/2021 - Present
LPL Financial LLC (FORT MILL SC)
CA
08/19/2019 - 07/12/2021
UBS SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 10/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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