Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Elizabeth Curiel is a financial advisor with over 15 years of experience in the financial services industry. Ashley is a Certified Financial Planner™ professional and has experience providing financial planning, investment management, and retirement planning services. She is a registered representative of Golden State Wealth Management, LLC, and an investment advisor representative of both Golden State Wealth Management, LLC and Golden State Asset Management, LLC. Ashley has experience working with clients of all types, including high-net-worth individuals, families, small businesses, and retirement plan sponsors. She has also served as a financial advisor for Redwood Credit Union and CUSO Financial Services. Ashley is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
05/29/2024 - Present
Golden State Wealth Management, LLC (SOUTH COAST METRO CA)
CA
02/16/2007 - 04/26/2016
CUSO FINANCIAL SERVICES, L.P. (PETALUMA CA)
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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