Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Caldis is a registered representative with Blue Vista Capital, LLC. Ashley holds Series 63, Series 22TO, and SIE licenses. Ashley has been in the industry since June 12, 2024 and is registered in Illinois. Blue Vista Capital, LLC is an investment adviser that specializes in portfolio management for businesses and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
06/13/2024 - Present
Blue Vista Capital, LLC (CHICAGO IL)
BC
Issued 06/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2024
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 12/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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