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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Bennett is a financial advisor with Osaic FA, Inc. located in Canonsburg, Pennsylvania. Ashley has been in the industry since June 3, 2016. Ashley has Series 6, 7, 63, and 66 registrations. Ashley also has a Series SIE registration. Ashley holds a Notary Public designation in the state of Pennsylvania. Ashley has experience with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and other clients. Ashley provides investment advisory services, financial planning, educational seminars, and other advisory 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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
PA
03/04/2017 - Present
Osaic FA, Inc. (CANONSBURG PA)
PA
06/04/2016 - 01/31/2017
AMERITAS INVESTMENT CORP. (INDIANA PA)
BOTH
Issued 02/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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