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 Hoy is an investment advisor representative with Hightower Advisors, LLC. Ashley has been in the financial industry since September 1, 2011 and has a wide range of experience, including working with individuals, corporations, and other businesses. Ashley is registered in Massachusetts and offers a variety of financial services, including financial planning, portfolio management, and treasury management for corporate clients. Ashley holds the Series 6, 7, 63, and 66 securities licenses and is also a licensed notary public in Massachusetts.
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
MA
03/06/2024 - Present
Hightower Advisors, LLC (Lexington MA)
MA
04/12/2012 - 11/14/2023
NYLIFE SECURITIES LLC (WALTHAM MA)
NH
03/11/2010 - 10/19/2010
WADDELL & REED, INC. (BEDFORD NH)
BOTH
Issued 07/09/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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