Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Shipp is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greeley, CO. Ashley has been in the financial industry since 2020. Ashley holds the Series 7TO, SIE, and Series 66 licenses. Ashley has a Bachelor of Arts in Political Science from the University of Washington and is also a graduate of the University of Denver's Daniels College of Business. Ashley specializes in retirement planning, investment management, and financial planning for individuals and families. Ashley is also a registered representative of Bank of Colorado.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
05/16/2023 - Present
Raymond James Financial Services Advisors, Inc. (GRELEY CO)
BOTH
Issued 04/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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