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Ashley Adams is a financial advisor with AMJ Financial Wealth Management LLC. Ashley has been a financial advisor since 2016 and has a Series 65 license. She is a Certified Financial Planner and specializes in working with individuals, businesses, high net worth individuals, and charitable organizations. Ashley is dedicated to providing her clients with personalized financial planning and investment management services.
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.
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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VA
09/27/2018 - Present
AMJ Financial Wealth Management LLC (LEESBURG VA)
IA
Issued 10/04/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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