Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Howell is an active investment advisor representative at Osaic Wealth, Inc. based in Raleigh, NC. Ashley has been in the industry since October 2010 and has worked previously at Signator Investors, Inc. Ashley has a strong track record of success in the financial services industry, and is committed to providing her clients with personalized financial advice and guidance. Ashley holds a variety of licenses and designations, including Series 6, 7, 24, 51, 63, and 66 licenses, and has experience in a wide range of investment products and services, including financial planning, portfolio management, and retirement planning. Ashley is also a registered principal and is committed to providing her clients with the highest level of service and expertise.
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.
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
NC
11/02/2018 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
06/29/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (RALEIGH NC)
NC
07/27/2010 - 03/29/2011
SIGNATOR INVESTORS, INC. (RALEIGH NC)
BOTH
Issued 08/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2024
Series 4 - Registered Options Principal Examination
BC
Issued 11/26/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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