Unclaimed
Ashley Cecala is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ashley has been in the industry since 2009 and has experience working with a variety of clients, including individuals, businesses, and institutions. Ashley is registered with the state of California as a Registered Representative and Investment Advisor Representative. Ashley holds Series 7 and Series 66 licenses. Ashley is also licensed to sell insurance. Prior to joining Wells Fargo Advisors Financial Network, LLC, Ashley worked for UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC.
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.
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.
Investment consulting services to institutional clients
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
CA
10/18/2019 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH CA)
CA
03/02/2017 - 10/17/2019
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
05/08/2012 - 06/10/2016
UBS FINANCIAL SERVICES INC. (SEAL BEACH CA)
CA
03/02/2009 - 05/23/2012
CITIGROUP GLOBAL MARKETS INC. (HUNTINGTON BEACH CA)
BOTH
Issued 07/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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