Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Kelly Pharr is a financial advisor with over 25 years of experience in the financial services industry. Ashley currently works as a registered representative with Wells Fargo Clearing Services, LLC. Ashley has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Ashley is registered to provide investment advice in 12 states including North Carolina, Georgia, Maryland, New York, and California. Ashley holds FINRA Series 6, 7, 31, 63, 65, and 66 licenses. Ashley has a track record of success in providing investment advisory services to individuals, families, businesses, and institutional clients.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
12/12/2006 - Present
Wells Fargo Clearing Services, LLC (STATESVILLE NC)
NC
04/16/2002 - 10/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NY
08/22/2001 - 04/17/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
04/09/1996 - 06/27/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 12/11/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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