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Ashley Harrison

Osaic Wealth, Inc.

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About Ashley Harrison

Ashley Harrison is a registered representative with Osaic Wealth, Inc. based in Rochester Hills, MI. Ashley has been in the industry since 2023 and has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Ashley specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. She also provides educational seminars and assists clients with selecting other advisors. Ashley is also a case manager for Huber Insurance Group. Ashley's primary focus is on helping clients achieve their financial goals through tailored financial planning strategies. Ashley is dedicated to providing exceptional service and building long-lasting relationships with her clients.

Firm Information

Ashley Harrison is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashley Harrison’s Registration & Firm History

MI

10/16/2024 - Present

Osaic Wealth, Inc. (ROCHESTER HILLS MI)

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Licenses & Designations

BC

Issued 03/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashley Harrison.
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