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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashton? Claim Your ProfileAshton Cole Green is a financial advisor with Cetera Investment Advisers LLC. Ashton Cole Green is registered with the state of Georgia as a Registered Investment Advisor and also holds licenses to operate in Texas, Georgia, Florida, Mississippi, Tennessee, Kentucky, Minnesota, and Connecticut. Ashton Cole Green has been in the industry since 2010, holding licenses in the broker-dealer space with Edward Jones and Wells Fargo Clearing Services, LLC. Ashton Cole Green is active with Georgia Retirement Services, LLC, as well as a Fixed Insurance Agent and a Vice President at Georgia Benefits, Inc.
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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GA
03/21/2024 - Present
Cetera Investment Advisers LLC (Duluth GA)
GA
08/09/2013 - 02/21/2020
WELLS FARGO CLEARING SERVICES, LLC (LAWRENCEVILLE GA)
GA
03/26/2010 - 08/12/2013
EDWARD JONES (MADISON GA)
BOTH
Issued 5/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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