Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Marie Cosio is a registered representative of Charles Schwab & CO., Inc. and has been in the industry since February 13, 2022. Ashley holds a Series 7TO and Series 66 license. She is currently registered in 51 states and the District of Columbia. Ashley has previously worked for Starbucks and the University of California. Her current role at Charles Schwab & CO., Inc. is focused on providing financial advice and investment management services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
02/10/2023 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
BOTH
Issued 04/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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