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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashten? Claim Your ProfileAshten Rosalyn Barber is an investment advisor representative currently registered with Sovran Advisors, LLC and has been in the industry since June 3, 2014. Ashten Barber is licensed in California and Texas and offers investment advisory services, financial planning, insurance, and wealth management. Ashten Barber is also the owner of Eclipse Financial Advisors. Ashten Barber is committed to providing clients with personalized financial advice and guidance. Ashten Barber works with a variety of clients, including individuals, families, trusts, and small businesses. Ashten Barber's areas of expertise include retirement planning, college savings, investment management, and insurance. Ashten Barber has a strong track record of success and is dedicated 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.
Helps you choose top advisors aligned with your financial goals.
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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CA
02/27/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/24/2023 - 03/06/2024
MML INVESTORS SERVICES, LLC (Costa Mesa CA)
CA
04/14/2014 - 01/31/2023
FIDELITY BROKERAGE SERVICES LLC (BREA CA)
BOTH
Issued 08/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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