Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Seeger is a financial advisor with over 11 years of experience in the industry. Ashley is currently registered with United Planners' Financial Services Of America A Limited Partner and has previously been affiliated with FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc.. Ashley is registered in Arizona. Ashley specializes in working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit sharing plans.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
01/24/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
GA
12/18/2018 - 01/21/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/18/2018 - 01/21/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
12/18/2018 - 01/21/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
12/18/2018 - 01/21/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CO
09/29/2010 - 09/17/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 12/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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