Unclaimed
Ashley Z Gagner is a financial advisor with Ameriprise Financial Services, LLC. Ashley has been in the financial services industry since September 4, 2008 and holds a Series 7, Series 66 and SIE license. Ashley is registered in 27 states and has been with Ameriprise Financial Services, LLC since March 2020. Prior to joining Ameriprise, Ashley worked at Wells Fargo Advisors Financial Network, LLC, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Ashley offers a range of financial services, including financial planning, asset allocation, and investment management for individuals, businesses, and trusts.
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.
Asset allocation services
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.
1
2
ND
03/12/2020 - Present
Ameriprise Financial Services, LLC (Fargo ND)
ND
03/10/2011 - 03/23/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FARGO ND)
ND
06/01/2009 - 03/24/2011
MORGAN STANLEY SMITH BARNEY (FARGO ND)
ND
09/05/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARGO ND)
BOTH
Issued 10/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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