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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Dolores Smith-roos is a registered Investment Advisor Representative with Wilshire in Santa Monica, California. Ashley has been in the industry since 2013 and has worked with a variety of firms before joining Wilshire. Ashley is licensed in California and holds the Series 65 license. Ashley specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Ashley has experience working with a variety of client types, including individuals, families, businesses, and institutions. Ashley also has experience providing advice on a variety of financial planning topics, such as retirement planning, college savings, and estate planning.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fee based on number of plan participants
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CA
08/31/2020 - Present
Wilshire (SANTA MONICA CA)
IA
Issued 08/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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