Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Lazarewicz is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Ashley has been in the financial services industry since April 2008. Ashley holds the Series 66, Series 7, Series 9, and Series 10 licenses, along with the SIE exam. Ashley has worked with several financial institutions throughout her career. Ashley specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ashley is currently registered as a broker-dealer in 33 states and as an investment advisor in 2 states.
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.
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.
Investment consulting services to institutional clients
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
DC
03/18/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WASHINGTON DC)
MD
06/21/2011 - 12/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MD)
DC
05/19/2009 - 05/27/2011
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
MD
05/08/2008 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCEAN CITY MD)
CA
02/27/2008 - 04/30/2008
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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