Unclaimed
Ashley Lois Jackson is a registered investment advisor representative with over 10 years of experience in the financial industry. Ashley is currently registered with SPC in Ann Arbor, Michigan. Ashley's previous experience includes working at HANTZ FINANCIAL SERVICES, INC., also located in Ann Arbor, Michigan. Ashley has passed several industry exams, including Series 66, Series 63, Series 53, Series 24, Series 7 and SIE. Ashley specializes in working with individuals, corporations, and charitable organizations. SPC offers a wide range of financial services including consultation services, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Ashley can help you with your financial goals.
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.
Consultation services
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 attendance fees
1
2
MI
07/12/2012 - Present
SPC (ANN ARBOR MI)
MI
06/18/2008 - 09/24/2008
HANTZ FINANCIAL SERVICES, INC. (ANN ARBOR MI)
BOTH
Issued 07/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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