Unclaimed
Ashley Rowell is a financial advisor at Steward Partners Investment Advisory, LLC. Ashley has been in the financial industry since 2012. Ashley is registered in West Virginia as both a broker-dealer and an investment advisor. Ashley has experience working with individuals, corporations, charitable organizations and pension and profit-sharing plans. Ashley's previous employers include Cetera Advisor Networks LLC and Securian Financial Services, Inc.. Ashley is also a licensed principal for Series 24.
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.
Personalized portfolio management to meet individual financial objectives.
Financial 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
NY
05/29/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
LA
08/10/2023 - 05/24/2024
CETERA ADVISOR NETWORKS LLC (METAIRIE LA)
LA
05/31/2012 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)
BOTH
Issued 7/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/1/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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