Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Robinson is an experienced financial advisor with over 14 years of experience in the industry. Ashley currently holds registrations as an Investment Advisor Representative with AE Wealth Management, LLC and Buck Wealth Strategies, LLC in Colorado and is also registered as an Investment Advisor Representative in Texas. Ashley has worked for several firms in the past including Cabot Lodge Securities LLC, Chase Investment Services Corp., Wells Fargo Investments, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Intersecurities, Inc. Ashley is a financial advisor who provides a range of financial services to individuals and families, including financial planning, investment advice, insurance sales, and retirement planning. Ashley specializes in providing financial planning and investment advice to federal employees through their DBA, Federal Benefits Made Simple, an E.A. Buck Company. Ashley also provides investment advice for a fee through AE Wealth Management, LLC. Ashley is dedicated to helping clients achieve their financial goals and has a strong commitment to providing personalized service.
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.
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.
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2
CO
04/14/2021 - Present
AE Wealth Management, LLC (Lakewood CO)
CO
12/21/2015 - 04/13/2021
CABOT LODGE SECURITIES LLC (DENVER CO)
AZ
05/15/2009 - 01/06/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
05/07/2008 - 05/26/2009
WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)
AZ
01/29/2007 - 05/05/2008
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
08/31/2006 - 01/26/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
02/06/2006 - 02/08/2006
INTERSECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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