Unclaimed
Ashley Elizabeth Hamilton is a registered representative with Wells Fargo Clearing Services, LLC. Ashley has been in the financial services industry since 2016 and has been with Wells Fargo Clearing Services, LLC since 2024. Ashley is licensed to sell securities in 53 states, and is also registered as an Investment Advisor Representative (IAR) in 4 states. Ashley is a licensed representative with Wells Fargo Clearing Services, LLC and is able to provide investment advice to both individuals and 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.
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
AZ
01/10/2025 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
07/19/2023 - 01/26/2024
LPL FINANCIAL LLC (TEMPE AZ)
AZ
02/12/2019 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
AZ
10/25/2017 - 02/12/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
11/23/2016 - 09/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 01/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2016
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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