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 Thomason is a financial advisor with over eight years of experience in the financial services industry. Ashley is currently registered with LPL Financial LLC and holds Series 7, Series 63 and SIE licenses. Ashley has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James & Associates, Inc. Ashley's experience provides insights into the financial planning needs of individual clients, corporations, and charitable organizations.
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
SC
06/01/2021 - Present
LPL Financial LLC (GREENVILLE SC)
SC
07/25/2016 - 04/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
SC
02/26/2013 - 08/03/2016
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
BC
Issued 05/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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