Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlie? Claim Your ProfileAshlie Nicole Hafner is a registered representative with Charles Schwab & CO., Inc. Ashlie has been in the financial services industry since November 8, 2016 and is currently located at the Indianapolis branch office. She has a Series 63 license and is a Series 7, 9, 10, and SIE licensed professional. Ashlie Nicole Hafner is registered with the states of California and Indiana.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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IN
11/09/2016 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BC
Issued 11/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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