Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley McGuinness is a financial advisor with William Blair, a firm that provides investment management and research services. Ashley has been a registered investment advisor since 2014. Ashley holds the Series 7, Series 63, and Series 66 licenses. In addition to Ashley's experience at William Blair, Ashley was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ashley is licensed to provide advisory services in multiple states including Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Kentucky, Maryland, Massachusetts, Nevada, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington, and Wisconsin.
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.
Equity research services
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
IL
02/21/2020 - Present
William Blair (CHICAGO IL)
CA
03/12/2014 - 02/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
GA
10/01/2008 - 07/24/2009
J.P. MORGAN SECURITIES INC. (ATLANTA GA)
GA
10/26/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (ATLANTA GA)
BOTH
Issued 03/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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