Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Mahner is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Ashley has been working in the financial industry since 2016 and has a strong track record of providing personalized financial advice to her clients. Ashley holds the Series 6, 7, and 66 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Ashley is also registered as an investment advisor representative (IAR) in Louisiana and Texas. Ashley's areas of expertise include financial planning, portfolio management, and retirement planning. Ashley has a commitment to helping her clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
LA
04/22/2022 - Present
Edward Jones (Mandeville LA)
LA
07/22/2019 - 04/26/2021
WOODBURY FINANCIAL SERVICES, INC. (New Orleans LA)
LA
04/25/2016 - 01/30/2018
CETERA INVESTMENT SERVICES LLC (METAIRIE LA)
LA
03/04/2015 - 04/11/2016
CAPITAL ONE INVESTING, LLC (Marrero LA)
LA
09/01/2009 - 10/14/2010
CHASE INVESTMENT SERVICES CORP. (HARAHAN LA)
BOTH
Issued 10/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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