Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Aguayo is a financial advisor at Hightower Advisors, LLC and has been in the financial services industry since 2019. Ashley has experience in a variety of roles, including working with individuals and corporations on financial planning, portfolio management, and treasury management. Ashley holds the Series 66, Series 7TO, and Series 6TO licenses. Ashley is registered to provide financial advice in 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
01/28/2025 - Present
Hightower Advisors, LLC (San Diego CA)
TX
08/30/2019 - 12/04/2020
TRIAD ADVISORS LLC (El Paso TX)
TX
05/08/2019 - 08/30/2019
M HOLDINGS SECURITIES, INC. (El Paso TX)
BOTH
Issued 01/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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