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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashli? Claim Your ProfileAshli Brook Smith is a financial advisor with Creative Planning. Ashli has been in the financial services industry since 1997. Ashli has licenses in Florida and Georgia. Ashli has experience working with a variety of clients, including individuals, families, trusts, and charitable organizations. Ashli specializes in providing comprehensive financial planning and investment management services. Ashli is committed 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.
A percentage of the total value of assets under management is charged.
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2
KS
12/21/2021 - Present
Creative Planning (OVERLAND PARK KS)
GA
10/04/2010 - 12/02/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ATLANTA GA)
GA
01/01/2008 - 02/25/2009
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
GA
02/25/1997 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (ATLANTA GA)
IA
Issued 10/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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