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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 McHarrie is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ashley has been in the industry since 2013 and is licensed to provide investment advice in Connecticut and Texas. Ashley is also registered to provide securities services in 31 states. Ashley is a Series 7, Series 65 and Series 66 licensed professional. Ashley has over a decade of experience providing financial advice to individuals, corporations, and institutional clients. Ashley specializes in providing investment management, financial planning, and retirement planning services. Ashley has a deep understanding of the financial markets and a commitment to providing clients with personalized advice and solutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
07/27/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY MA)
BOTH
Issued 04/01/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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