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 Morris is a financial advisor registered with Edelman Financial Engines. Ashley has over 8 years of experience in the financial services industry. Ashley is a Certified Financial Planner™ professional and holds the Series 7, Series 24 and Series 63 licenses. Previously, Ashley was employed with The Vanguard Group, Inc. and Keatley Wealth Management, LLC. Ashley specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
10/23/2024 - Present
Edelman Financial Engines (MOSELEY VA)
NC
11/20/2017 - 01/24/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
07/23/2014 - 08/16/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 08/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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