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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 Rose Dusek is a financial advisor who has been in the industry since 2002. Ashley is currently registered with LPL Financial LLC and has been with the firm since March 2021. Prior to joining LPL, Ashley worked at AVANTAX INVESTMENT SERVICES, INC. and RAYMOND JAMES FINANCIAL SERVICES, INC. Ashley holds a Series 6, 7, 24, 63, and 65 license and is also a Certified Financial Planner. Ashley's expertise is in financial planning, portfolio management, and pension consulting. Ashley has a strong track record of helping clients 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.
Consulting and other non-discretionary advisory services
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
TX
03/26/2021 - Present
LPL Financial LLC (LONGVIEW TX)
TX
11/13/2007 - 03/31/2021
AVANTAX INVESTMENT SERVICES, INC. (Longview TX)
FL
03/07/2005 - 11/16/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/29/2004 - 06/29/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
02/20/2001 - 04/03/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
01/04/1999 - 03/01/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
11/20/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
08/16/1996 - 12/31/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/24/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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