Unclaimed
Ashley Judice Thayer is a financial professional with over 6 years of experience in the financial services industry. Ashley is currently registered with MML Investors Services, LLC and is licensed to offer investment advice in Louisiana. Ashley has also held previous positions with Morgan Stanley, LPL Financial LLC, and MassMutual. Ashley specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Ashley is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
LA
01/05/2023 - Present
MML Investors Services, LLC (Lafayette LA)
LA
12/02/2016 - 11/08/2022
MORGAN STANLEY (Baton Rouge LA)
LA
09/08/2016 - 12/21/2016
LPL FINANCIAL LLC (BATON ROUGE LA)
BOTH
Issued 02/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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