Unclaimed
Ashley Adair is a financial professional with over 13 years of experience in the financial services industry. Ashley currently holds a Series 6, Series 7, and Series 63 license. Ashley is registered in 10 states, including California, Illinois, Kentucky, Louisiana, Massachusetts, Minnesota, Missouri, New Jersey, Pennsylvania and Texas. Ashley is currently employed by Fidelity Brokerage Services LLC, where Ashley is located in the Westlake, Texas branch office. Prior to working at Fidelity Brokerage Services LLC, Ashley was employed by Fidelity Investments Institutional Services Company, Inc., also in Westlake, Texas. Ashley is passionate about helping individuals 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.
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.
1
2
TX
01/03/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
01/27/2010 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 03/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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