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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 Elise Musselman is a financial advisor who works at CG Advisory Services in Munising, MI. Ashley has been in the financial services industry since 2010. Ashley has a Series 6, 7, 63 and 66 licenses and is registered to provide investment advice in Michigan. Ashley offers a variety of financial services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Ashley is also a freelance writer. Prior to joining CG Advisory Services, Ashley worked at LPL Financial LLC, Commonwealth Financial Network, and J.P. Morgan Securities LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
03/09/2022 - Present
CG Advisory Services (Munising MI)
MI
06/30/2020 - 04/21/2022
LPL FINANCIAL LLC (MARQUETTE MI)
MI
11/25/2019 - 07/01/2020
COMMONWEALTH FINANCIAL NETWORK (MARQUETTE MI)
MI
07/29/2014 - 09/11/2019
J.P. MORGAN SECURITIES LLC (TRAVERSE CITY MI)
MI
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (TRAVERSE CITY MI)
MI
02/18/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TRAVERSE CITY MI)
BOTH
Issued 09/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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