Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Schexnaildre is a financial advisor at The Ayco Company, LP, a firm with over 100,000 clients. Ashley has been in the industry since 2013 and has been registered with the state of Connecticut since 2023. Ashley is a licensed representative with FINRA and holds several licenses and registrations across the United States. Ashley has a broad range of experience in financial planning, portfolio management, and investment advisory services. They are also a member of several industry organizations.
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.
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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2
CT
11/02/2023 - Present
THE Ayco Company, LP (Westport CT)
TX
04/26/2013 - 09/07/2016
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
BC
Issued 04/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/17/2024
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities 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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