Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Cross Blanc is a financial advisor with UBS Financial Services Inc. in Lafayette, LA. Ashley has been in the industry since January 2001 and has been registered with UBS Financial Services Inc. since November 2012. Ashley has a wide range of experience in the financial services industry. Ashley holds multiple licenses and registrations including Series 7, Series 9, Series 10, and Series 66 licenses. Ashley is also registered as an investment advisor representative in the state of Louisiana.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
LA
11/26/2012 - Present
UBS Financial Services Inc. (Lafayette LA)
LA
06/01/2009 - 11/20/2012
MORGAN STANLEY (LAFAYETTE LA)
LA
05/01/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
NY
01/23/2001 - 05/02/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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