Unclaimed
Ashley W. Hayduk is a financial advisor with Morgan Stanley in Naples, FL. Ashley has been in the industry since August 8, 2000. Ashley has experience working with individuals, high net worth individuals, businesses, investment clubs, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, state or municipal government entities, and corporations. Prior to working with Morgan Stanley, Ashley worked with CITIGROUP GLOBAL MARKETS INC. in CORAL GABLES, FL. Ashley is registered to offer securities and advisory services in 53 states and jurisdictions. Ashley has passed the following exams: Series 63, Series 65, Series 7, Series 9, Series 10, and the SIE exam. Ashley's specializations include 1, 2, 3, 4, 5, 6, and 7.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/08/2020 - Present
Morgan Stanley (Naples FL)
FL
08/09/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CORAL GABLES FL)
IA
Issued 02/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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