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 Matthews is a financial advisor registered with Raymond James & Associates, Inc.. Ashley is a registered representative in Florida and is also licensed as an Investment Advisor Representative (IAR) in the state. Ashley has been working in the financial services industry since December 2012 and currently works out of the St. Petersburg, Florida office. Ashley has passed the Series 7TO, SIE, and Series 66 exams. Ashley's specializations include: insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
FL
09/21/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BOTH
Issued 09/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2020
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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