Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley McDonough is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the financial services industry. Ashley has held previous roles with Fidelity Brokerage Services LLC and Cambridge Investment Research, Inc. Ashley is licensed to provide investment advice in all 50 states and the District of Columbia. Ashley's areas of expertise include portfolio management for businesses and individuals, pension consulting, and allocation modeling.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
02/16/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Fort Worth TX)
GA
02/05/2015 - 12/28/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
TX
01/01/2008 - 04/22/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
12/21/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 01/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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