Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Pomeroy is a financial advisor with U.S. Bancorp Investments, Inc. She is based in Lake City, Minnesota, and has over 12 years of experience in the financial services industry. Ashley has a wide range of experience, having worked with Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC, Thrivent Investment Management Inc., and Edward Jones. Ashley has passed the Series 66, Series 7, Series 9, Series 10, Series 24, and SIE exams. Ashley has a proven track record of providing financial advice to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
12/10/2019 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
09/16/2010 - 11/07/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
SC
09/15/2008 - 08/30/2010
WELLS FARGO ADVISORS, LLC (COLUMBIA SC)
SC
12/18/2007 - 09/16/2008
THRIVENT INVESTMENT MANAGEMENT INC. (COLUMBIA SC)
SD
07/11/2007 - 12/10/2007
EDWARD JONES (BELLE FOURCHE SD)
BOTH
Issued 07/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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