Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Webb is a financial advisor who has been in the industry since 2017. Ashley has a strong background in the financial services industry, having worked for several firms including EF Hutton LLC, American Global Wealth Management, Inc., and Americas Executions, LLC. Ashley currently works for Kingswood Wealth Advisors, LLC, a firm with offices in McDonough, Georgia and San Diego, California. Ashley is a registered representative in Georgia, and offers a wide range of services, including financial planning, portfolio management, 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.
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.
Hourly consulting
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.
1
2
GA
01/20/2021 - Present
Kingswood Wealth Advisors, LLC (mcdonough GA)
NY
10/29/2019 - 02/21/2024
EF HUTTON LLC (NEW YORK NY)
GA
08/02/2018 - 11/13/2019
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (MCDONOUGH GA)
NY
02/03/2016 - 07/28/2017
AMERICAS EXECUTIONS, LLC (NEW YORK NY)
BOTH
Issued 01/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/11/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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