Unclaimed
Ashley Mariah Melcher is an investment advisor representative at Fidelity Personal And Workplace Advisors, where Ashley has been registered since February 2017. Ashley has a strong background in the financial industry, having passed several industry exams including the Series 7, Series 63, Series 66, Series 9, and Series 10. Ashley's professional experience also includes previous roles with Fidelity Brokerage Services LLC, University of North Texas, Verde Catering, and Avesta. Ashley is registered to provide investment advisory services in multiple states.
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.
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.
1
2
VA
11/16/2018 - Present
Fidelity Personal AND Workplace Advisors (ALEXANDRIA VA)
BOTH
Issued 11/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/21/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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