Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Male is a Senior Vice President at Sequoia Financial Group, LLC. Ashley has been in the financial services industry since 2001 and has a strong background in wealth management and financial planning. Ashley is a Certified Financial Planner and holds Series 7, 63, and 66 licenses. Ashley has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Ashley is passionate about helping 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.
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.
1
2
FL
01/24/2020 - Present
Sequoia Financial Group, LLC (TAMPA FL)
FL
01/18/2001 - 09/26/2018
CHARLES SCHWAB & CO., INC. (Orlando FL)
BOTH
Issued 08/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ashley Male is the right advisor for you? Invested Better is here to help.
