Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Rosalie Irizarry is a financial advisor with Raymond James Financial Services Advisors, Inc. Ashley Rosalie Irizarry has been in the financial industry since 2013. Ashley Rosalie Irizarry is registered in 46 states and has passed 5 professional exams. Ashley Rosalie Irizarry is a member of the Craven Community College Foundation Board. Ashley Rosalie Irizarry is also a partner in Southern Tait Holdings, LLC, which owns the building where Raymond James Financial Services Advisors, Inc. is located.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
10/16/2015 - Present
Raymond James Financial Services Advisors, Inc. (BEW BERN NC)
BOTH
Issued 08/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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