Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Nicole Barthelette is a financial advisor at LPL Financial LLC. Ashley has been in the industry since April 2021 and is registered as an investment advisor representative in Florida. Ashley holds Series 7TO, SIE and Series 66 licenses. Ashley’s experience in the industry includes previous roles at Old Navy, Charming Charlie, BoxLunch, Target, Panera Bread, and a full-time student at Pasco-Hernando State College. LPL Financial LLC is a national financial services firm that offers a variety of investment and financial planning services to individual investors, businesses, and institutions. The firm has over $50 billion in assets under management and has been recognized as a leading provider of financial services.
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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FL
11/30/2022 - Present
LPL Financial LLC (TAMPA FL)
BOTH
Issued 11/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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