Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Lanette Archer is a financial advisor who has been working in the industry since 2009. Ashley is currently registered with Cetera Investment Advisers LLC, and has previously worked at Foresters Financial Services, Inc. Ashley provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Ashley is licensed to provide financial services in several states, including Arizona, Colorado, Florida, Georgia, Louisiana, Mississippi, New Mexico, New York, North Carolina, Oklahoma, Tennessee, and Texas.
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.
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TX
06/19/2019 - Present
Cetera Investment Advisers LLC (FT WORTH TX)
TX
07/07/2009 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (FORT WORTH TX)
IA
Issued 02/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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