Unclaimed
Ashley Schneider is a financial advisor with over 20 years of experience in the industry. Ashley has held various roles at several firms, including Edward Jones, Chase Investment Services Corp., BANC ONE Securities Corporation, and Fidelity Brokerage Services LLC. Ashley holds several licenses, including Series 7, Series 24, Series 52, Series 53, and Series 63. Currently, Ashley is registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, and Avantax Investment Services, Inc. in Texas. Ashley provides financial advice and services to clients in the Dallas, TX area.
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.
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.
1
2
TX
08/20/2024 - Present
Cetera Advisors LLC (DALLAS TX)
AZ
03/27/2007 - 11/01/2016
EDWARD JONES (TEMPE AZ)
IL
12/03/2004 - 08/04/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/13/2004 - 08/04/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
09/19/2000 - 08/23/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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