Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlie? Claim Your ProfileAshlie Dew is a registered representative with LPL Financial LLC in Indianapolis, Indiana. Ashlie is a licensed securities agent with over 12 years of experience in the financial services industry. Ashlie has passed the Series 3, 6, 7, and 66 exams, and is also a registered investment advisor. Ashlie has experience in both securities and investment advisory services, and has worked with clients from a variety of backgrounds, including individuals, families, businesses, and non-profit organizations. Ashlie is committed to providing her clients with personalized financial advice and guidance to help them 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
03/21/2016 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
10/12/2011 - 02/15/2013
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
04/13/2009 - 10/14/2009
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IN
06/28/2007 - 02/02/2009
CHASE INVESTMENT SERVICES CORP. (CARMEL IN)
BOTH
Issued 03/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2009
Series 3 - National Commodity Futures Examination
BC
Issued 06/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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