Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Parriott is a financial advisor with Schwab Wealth Advisory, Inc. Ashley has been in the financial services industry since April 2003. Ashley holds the Series 6, 7 and 63 licenses as well as the SIE exam and is a Certified Financial Planner. Ashley has been registered with Schwab Wealth Advisory, Inc. since April 2021. Previously, Ashley was registered with VANGUARD MARKETING CORPORATION.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
05/17/2021 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
03/07/2011 - 05/21/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
08/26/2003 - 07/16/2008
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 03/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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