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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 Gonzalez is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Ashley has been in the industry for 6 years and has experience working with a wide range of clients, including individuals, businesses, pension and profit-sharing plans, and charitable organizations. Ashley holds the Series 66, Series 7 and SIE securities licenses. Ashley's investment advisory services include portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. Ashley is registered to provide investment advisory services in 20 states and the District of Columbia.
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.
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.
Investment consulting services to institutional clients
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.
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TX
06/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (AUSTIN TX)
TX
08/15/2017 - 06/08/2023
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
TX
02/10/2017 - 07/19/2017
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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