Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Maher-widen is a financial professional with over 17 years of experience in the financial services industry. Ashley is registered with Principal Securities, Inc. and has been with them since April 2020. Previously, Ashley was registered with Prudential Investment Management Services LLC from August 2017 to March 2020, and with Principal Securities, Inc. from March 2005 to August 2017. Ashley holds the Series 6, 7, 24, 63, and 65 licenses. Ashley is a Chartered Financial Consultant. Ashley's areas of specialization include financial planning, portfolio management, retirement planning, and insurance. Ashley is committed to providing her clients with personalized financial advice and guidance.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
05/18/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
NJ
08/31/2017 - 03/31/2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IA
03/02/2005 - 08/14/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BC
Issued 08/03/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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