Unclaimed
Ashley Simmons is a financial advisor with Cambridge Investment Research Advisors, Inc. Ashley has been in the financial industry since April 2020 and has extensive experience working with individuals, families, and small businesses. Ashley holds Series 7, 66, and SIE licenses and is registered to provide investment advice in Missouri, Illinois, District of Columbia and other states. Ashley is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
10/18/2021 - Present
Cambridge Investment Research Advisors, Inc. (Desloge MO)
MO
03/16/2021 - 10/12/2021
NBC SECURITIES, INC. (Farmington MO)
MO
10/25/2018 - 09/20/2019
MONEY CONCEPTS CAPITAL CORP (FARMINGTON MO)
BOTH
Issued 11/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ashley Simmons is the right advisor for you? Invested Better is here to help.