Unclaimed
Ashley Waters is a registered representative with First Horizon Advisors, Inc. and has been in the securities industry since August 20, 2024. Ashley is located at 4725 Piedmont Row Drive, Suite 400, Charlotte, NC 28210. Ashley holds the Series 7TO and SIE licenses. Ashley specializes in financial planning, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
NC
08/21/2024 - Present
First Horizon Advisors, Inc. (Charlotte NC)
BC
Issued 08/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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