Unclaimed
Ashley Elisabeth Gajda is a financial advisor currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc., and is licensed to offer securities and investment advisory services in the state of Michigan. Previously, Ashley worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ashley specializes in providing financial planning and investment advisory services to individuals, businesses, corporations, insurance companies, pension and profit sharing plans, charitable organizations, state or municipal government entities, and banking or thrift institutions.
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.
Please see note in schedule d - miscellaneous
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
MI
04/03/2024 - Present
Raymond James & Associates, Inc. (Livonia MI)
MI
03/14/2022 - 03/11/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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