Unclaimed
Ashley Logerot is a financial advisor with The Leaders Group, Inc. Ashley has been in the financial industry since 2011. Ashley holds the Series 66, Series 7 and SIE exams. Ashley is registered in Arizona and has worked with firms such as BlueRock Capital Markets LLC, Infinex Investments, Inc., Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC.
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.
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.
1
2
CO
01/06/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NY
11/01/2016 - 01/28/2020
BLUEROCK CAPITAL MARKETS LLC (NEW YORK NY)
CT
01/22/2014 - 10/21/2016
INFINEX INVESTMENTS, INC. (MERIDEN CT)
CA
01/03/2011 - 11/18/2013
WELLS FARGO ADVISORS, LLC (WESTLAKE VILLAGE CA)
CA
11/04/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 12/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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