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 Velategui is a registered representative and investment advisor representative with Alliancebernstein LP. Ashley has been in the industry since 2007. Ashley is registered in Washington. Ashley's firm manages over $50 billion in assets. Ashley holds the Series 63, Series 7 and SIE licenses. Ashley is a Chartered Financial Analyst. Ashley is a specialist in Asset Allocation. Ashley's firm offers advisory services in asset allocation, financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Ashley specializes in advising high net worth individuals, investment companies, pooled investment vehicles, charitable organizations, and corporations or other 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
02/21/2017 - Present
Alliancebernstein LP (SEATTLE WA)
BC
Issued 11/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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