Unclaimed
Ashley Flesch is an investment advisor representative with Vanguard Advisers, Inc. Ashley has been in the industry since 2018 and has a Series 63, Series 66, and Series 7TO license. Ashley specializes in financial planning, selecting other advisers, and portfolio management for individuals and businesses. Ashley is also registered with the state of Pennsylvania and Texas as an investment advisor representative. Ashley is employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Ashley's current employment is with Vanguard Advisers, Inc.
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.
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
PA
09/17/2021 - Present
Vanguard Advisers, Inc. (Malvern PA)
BOTH
Issued 08/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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