Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Carolina Moncada is a registered representative at Oppenheimer & Co. Inc. Ashley Moncada is licensed to sell securities in Florida and has been in the industry since May 2023. Ashley Moncada has passed the Series 7TO and the SIE exams. Ashley Carolina Moncada has experience working at Express Employment, Amazon- Whole Foods, Cafe One and Il Sole. Ashley Moncada holds specializations in investment management, financial planning, and pension consulting. Ashley Carolina Moncada works at the Oppenheimer & Co. Inc. office in Coral Gables, Florida.
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.
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.
Earned based on transactions or products sold.
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.
1
2
FL
12/26/2024 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
BC
Issued 05/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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