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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Forrest Grissom is a financial professional with over 20 years of experience in the industry. Ashley is a registered representative with Russell Investments Implementation Services, LLC and has been with the firm since 2010. Before joining Russell Investments Implementation Services, LLC, Ashley was a financial advisor at WAMU CAPITAL CORP. and Spear, Leeds & Kellogg. Ashley is a licensed Series 7, 24, 52TO, 53, 55, 57TO and 66 representative and is registered to offer securities in Washington. Ashley provides investment advice to insurance companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. Ashley specializes in providing portfolio management services for businesses and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
% of revenue/intracompany agrmts
1
2
WA
08/13/2010 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
WA
09/08/2003 - 10/12/2007
WAMU CAPITAL CORP. (SEATTLE WA)
NY
12/07/1999 - 05/19/2000
SPEAR, LEEDS & KELLOGG (NEW YORK NY)
BC
Issued 08/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/02/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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