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 Wilson is a registered investment advisor representative with Capital Client Group, Inc., a firm with offices in Los Angeles, CA and Denver, CO. Ashley has been in the industry since 2017. Ashley's specialties include investment advice, portfolio management, and security ratings. Ashley has a Series 7, Series 6, Series 63 and Series 65 license. Ashley is also registered with the state of California.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
07/26/2023 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
IA
Issued 03/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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