Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Michael Porter is a registered representative with Wells Fargo Clearing Services, LLC and has been in the financial industry since August 19, 2007. Ashley Michael Porter is registered with the state of Missouri. Ashley Michael Porter has passed the Series 7, Series 63, and Series 57TO examinations. Ashley Michael Porter was previously registered with EDWARD JONES and FIRST CLEARING, LLC. Ashley Michael Porter specializes in portfolio management for individuals, portfolio management for businesses, and investment consulting services to institutional clients. Ashley Michael Porter is located in ST. LOUIS, MO.
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.
Investment consulting services to institutional 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.
1
2
MO
05/24/2022 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
03/01/2022 - 05/16/2022
EDWARD JONES (ST. LOUIS MO)
MO
08/08/2007 - 02/23/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
VA
11/08/2007 - 01/16/2015
FIRST CLEARING, LLC (RICHMOND VA)
BC
Issued 05/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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