Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Rendon is a financial advisor registered with the state of Connecticut, Massachusetts and Texas. Ashley works for Pasi Investments, LLC and has been with the firm since March 2022. Ashley has worked in the financial industry since August 2017, previously working for Edward Jones. Ashley has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Ashley specializes in portfolio management for individuals and businesses, as well as pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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2
CT
03/07/2022 - Present
Pasi Investments, LLC (FARMINGTON CT)
CT
11/03/2017 - 02/25/2022
EDWARD JONES (Cheshire CT)
BOTH
Issued 12/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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