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 Vondra is a registered investment advisor representative with Eagle Strategies LLC, based in Casper, Wyoming. Ashley has been in the industry since 2015 and is licensed in 17 states. Ashley has a variety of experience in the financial services industry, including working as a financial advisor for New York Life Insurance Company and NYLIFE Securities LLC. Ashley also has experience in the insurance industry and currently brokers non-registered insurance products. Ashley specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Ashley is a member of the Olivia Caldwell Foundation, a non-profit organization that raises money for pediatric cancer research.
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.
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.
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WY
10/18/2023 - Present
Eagle Strategies LLC (CASPER WY)
BOTH
Issued 10/7/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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