Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashlie? Claim Your ProfileAshlie Reine Bostick is a registered representative and investment advisor representative, currently associated with Fidelity Personal And Workplace Advisors, and has been in the securities industry since July 2019. Ashlie has Series 7TO, SIE, 63 and 66 securities licenses, and is registered in 50 states and the District of Columbia. Ashlie has previously worked with a number of organizations in Colorado, including UCHealth Primary Care, UCHealth Outpatient Physical Therapy and Rehab, UCHealth Patient Line, Colorado State University - University Club, Loco Bean Coffee, Chili House, Intersect Brewing and Vinum Populi. Ashlie specializes in offering financial planning, educational seminars, and selection of other advisers, portfolio management for businesses and individuals.
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.
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.
1
2
CO
09/15/2021 - Present
Fidelity Personal AND Workplace Advisors (COLORADO SPRINGS CO)
BOTH
Issued 11/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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