Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Lynn Graham is a financial advisor with Stratos Wealth Partners, Ltd. in Westlake, OH. Ashley has been in the financial services industry since 2009 and holds Series 6 and SIE licenses. Ashley's previous experience includes positions with Cambridge Investment Research, Inc., LPL Financial LLC and The Huntington Investment Company. Ashley specializes in providing financial planning and portfolio management services to individuals, businesses, charitable organizations, and insurance companies.
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.
Percentage of assets under management with third party managers
1
2
OH
10/03/2017 - Present
Stratos Wealth Partners, Ltd. (WESTLAKE OH)
OH
04/01/2014 - 02/03/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (RICHMOND HEIGHTS OH)
OH
04/26/2013 - 03/27/2014
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
05/15/2009 - 04/26/2013
THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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