Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Stroud is a Certified Financial Planner® who is registered to provide investment advice in California and Texas. Ashley currently works at Pathview Wealth Advisors, where she has been employed since June 2024. Previously, Ashley worked for Rowling & Associates LLC from March 2021 to June 2024. Ashley specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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.
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CA
04/21/2023 - Present
Pathview Wealth Advisors (SAN DIEGO CA)
CA
05/21/2008 - 07/01/2008
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
BC
Issued 06/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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