Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Nichole Haroldson is a registered representative at LPL Financial LLC and is licensed in 16 states. Ashley has been in the financial industry for over 10 years and is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative. Ashley has experience working with clients in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Prior to joining LPL Financial LLC, Ashley was registered with Money Concepts Capital Corp. Ashley is also an agent with Sunderland Group, Gate City Bank, Gate City Insurance Agency and E4 Insurance Services, all of which provide non-variable insurance products.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ND
12/14/2015 - Present
LPL Financial LLC (WEST FARGO ND)
ND
04/16/2014 - 12/10/2015
MONEY CONCEPTS CAPITAL CORP (FARGO ND)
BOTH
Issued 06/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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