Invested Better
Unclaimed

Unclaimed

Unclaimed

Ashley Michelle Green

Kestra Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ashley? Claim Your Profile

About Ashley Michelle Green

Ashley Michelle Green is a financial professional with over 14 years of experience in the industry. Ashley is currently registered with Kestra Investment Services, LLC and holds the Series 7, Series 24 and Series 99TO licenses. Ashley has passed the SIE exam and is currently in an active status for the Series 7, Series 24 and Series 99TO licenses. Ashley's primary work location is in Austin, Texas, and Ashley is currently not registered with any states.

Firm Information

Ashley Green is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ashley Green’s Registration & Firm History

TX

12/25/2008 - Present

Kestra Investment Services, LLC (AUSTIN TX)

Not sure if Ashley Michelle Green is right for you?

Licenses & Designations

BC

Issued 12/14/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashley Michelle Green.
Not sure if Ashley Michelle Green is right for you?