Unclaimed
Ashley Hale Spradley is a financial advisor at Charles Schwab & CO., Inc. Ashley has been working in the financial industry since 2018, having previously worked at Edward Jones and Next Financial Group, Inc. She holds a Series 7, Series 66, and SIE license. Ashley offers financial planning and portfolio management services. Ashley has been registered in Florida and Texas.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
08/03/2022 - Present
Charles Schwab & CO., Inc. (Sarasota FL)
FL
10/06/2020 - 06/20/2022
NEXT FINANCIAL GROUP, INC. (SARASOTA FL)
FL
10/12/2018 - 12/03/2019
EDWARD JONES (Sarasota FL)
BOTH
Issued 11/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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