Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Gardonia is a Registered Representative and Investment Advisor Representative associated with Fidelity Personal And Workplace Advisors. Ashley is licensed in Arkansas, Florida, Kansas, Massachusetts, Missouri, Nebraska, Texas, and Utah. She has been in the securities industry since February 2019 and is Series 7TO, SIE, 9, 10, and 66 licensed. Ashley has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Ashley specializes in financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
1
2
KS
08/09/2023 - Present
Fidelity Personal AND Workplace Advisors (OVERLAND PARK KS)
MO
02/08/2019 - 07/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
BOTH
Issued 04/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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