Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Lefler is a financial advisor registered with Wells Fargo Clearing Services, LLC. Ashley has been in the industry for over 20 years and has a proven track record of providing investment advice to clients in a variety of areas. Ashley is registered in 49 states and the District of Columbia. She also holds Series 7 and Series 66 licenses. Ashley’s expertise includes investment planning, portfolio management, and financial planning. Prior to joining Wells Fargo Clearing Services, Ashley worked at UBS Financial Services Inc. and Deutsche Bank Securities Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
11/07/2022 - Present
Wells Fargo Clearing Services, LLC (SHORT HILLS NJ)
NY
10/17/2008 - 11/15/2022
UBS FINANCIAL SERVICES INC. (Jericho NY)
NY
11/29/2002 - 11/13/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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