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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Marie Van roekel is a financial advisor with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Ashley has been working in the financial industry since June 2020. She is registered in 18 states and has a Series 65 license and a Series 63 license. Ashley also holds the Series 7TO and SIE exams. She offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ashley has experience working with clients including individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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
IA
01/19/2023 - Present
Cetera Investment Advisers LLC (SIOUX CENTER IA)
IA
Issued 2/5/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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