Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Christine Mountain is a registered investment advisor representative with Thrivent Investment Management Inc. Ashley is based in Irvine, CA and has been in the financial services industry since 2019. Ashley holds the Series 66, Series 7TO, and Series 6TO licenses. Ashley's firm, Thrivent Investment Management Inc., offers financial planning and portfolio management services. The firm has offices in Irvine, CA and Simi Valley, CA.
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.
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
CA
03/22/2019 - Present
Thrivent Investment Management Inc. (Irvine CA)
BOTH
Issued 01/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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