Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Costello is a financial advisor with over 10 years of experience in the financial services industry. Ashley holds the Series 66, Series 7 and SIE licenses. Ashley is currently registered with Sequoia Financial Group, LLC. Ashley is also a Certified Financial Planner. Previously, Ashley worked at Royal Alliance Associates, Inc. and Financial Planners of Cleveland DBA NCA Financial Planners. Ashley has experience working with individual clients, high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit sharing plans, corporations and other businesses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
10/11/2023 - Present
Sequoia Financial Group, LLC (Mayfield Heights OH)
OH
08/20/2018 - 01/18/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
OH
06/25/2014 - 06/13/2018
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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