Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Zamora is a financial advisor with Fidelity Personal And Workplace Advisors. Ashley has been in the financial services industry since 2019. Ashley holds a Series 7TO, Series 66, and Series 63 license. Ashley is registered with FINRA and the state of Arizona. Ashley is also registered as an Investment Advisor Representative (IAR) with the state of Texas. Ashley has a background in banking and finance, and Ashley has a passion for helping people achieve their financial goals. Ashley specializes in providing financial planning, portfolio management, and investment advisory services. Ashley serves a wide range of clients including individuals, families, businesses, and retirement plans. Ashley is committed to providing personalized service and building long-term relationships with 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.
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
AZ
07/05/2022 - Present
Fidelity Personal AND Workplace Advisors (TUCSON AZ)
AZ
09/05/2019 - 05/10/2022
WELLS FARGO CLEARING SERVICES, LLC (GREEN VALLEY AZ)
BOTH
Issued 09/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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