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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 Rogers is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Altoona, IA. Ashley has been in the industry since May 2020 and has experience working with individuals and families as well as businesses and retirement plans. Ashley is registered in Iowa and is a Series 7 and Series 65 licensed professional. Ashley is committed to providing her clients with personalized financial advice and helping them achieve their financial 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
03/06/2023 - Present
Cambridge Investment Research Advisors, Inc. (Altoona IA)
IA
05/21/2020 - 08/15/2022
PFS INVESTMENTS INC. (ALTOONA IA)
IA
Issued 03/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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