Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Carrillo is a financial advisor who has been in the industry since February 12, 2012. She is currently registered with Equitable Advisors, LLC and holds Series 7 and Series 66 licenses. Ashley has a diverse background, having previously worked with CUSO Financial Services, L.P., LPL Financial LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. She specializes in providing financial planning and portfolio management services to individuals, corporations, businesses, and pension plans.
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.
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2
UT
10/16/2024 - Present
Equitable Advisors, LLC (OGDEN UT)
UT
06/21/2021 - 07/21/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Farmington UT)
UT
10/24/2017 - 10/25/2019
CUSO FINANCIAL SERVICES, L.P. (Odgen UT)
UT
11/06/2014 - 05/16/2017
LPL FINANCIAL LLC (OGDEN UT)
UT
01/03/2011 - 07/14/2014
WELLS FARGO ADVISORS, LLC (FARMINGTON UT)
UT
05/19/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAYTON UT)
BOTH
Issued 09/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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