Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Renee Herds is a registered representative with Citigroup Global Markets Inc. Ashley has been in the securities industry since December 2019 and has experience in providing investment advice to individuals, corporations, and institutions. Ashley has a wide range of licenses and registrations, including Series 6, 7, and 63, and has demonstrated expertise in a variety of financial products and services. Prior to joining Citigroup, Ashley held positions with Fidelity Brokerage Services LLC and T. Rowe Price Investment Services, Inc. Ashley is committed to providing her clients with personalized financial advice and helping them achieve their investment goals.
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.
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.
Asset allocation advice
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.
1
2
FL
11/30/2022 - Present
Citigroup Global Markets Inc. (Jacksonville FL)
FL
06/17/2021 - 10/14/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
11/30/2017 - 07/10/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 01/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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