Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Oliver is a financial advisor at Commonwealth Financial Network. Ashley has been working in the financial industry since 2008. Ashley specializes in financial planning, portfolio management, and retirement planning. Ashley has a wide range of experience working with clients of all types, including individuals, families, businesses, and institutions. Ashley is a highly experienced advisor who is dedicated to 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.
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.
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CT
03/21/2022 - Present
Commonwealth Financial Network (GLASTONBURY CT)
CT
01/06/2020 - 01/06/2022
EDWARD JONES (SOUTHINGTON CT)
CT
04/12/2019 - 12/24/2019
RBC CAPITAL MARKETS, LLC (Farmington CT)
CT
07/23/2014 - 04/15/2019
WELLS FARGO CLEARING SERVICES, LLC (GLASTONBURY CT)
CT
10/16/2008 - 07/14/2014
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MA
02/12/2008 - 05/02/2008
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 05/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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