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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 Rae D'agostino is an investment advisor representative with Cetera Investment Advisers LLC. Ashley is located in Canandaigua, NY and has been in the industry since 2009. Ashley has a Series 6, Series 7, Series 63, and Series 65 license, as well as a SIE license and a Chartered Financial Consultant designation. Ashley is also a Wealth Advisor for Canandaigua National Bank and Trust. Ashley focuses on providing financial planning and portfolio management services to individuals, families, and businesses. Ashley's experience includes providing guidance on retirement planning, college savings, investment management, and estate planning.
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.
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.
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NY
03/31/2021 - Present
Cetera Investment Advisers LLC (Canandaigua NY)
NY
08/10/2009 - 03/29/2019
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
IA
Issued 10/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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