Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashton? Claim Your ProfileAshton Edward Lawrence is a financial advisor with Mariner Wealth in Greenville, SC. Ashton has been in the financial industry for over 10 years, starting his career with NYLIFE SECURITIES LLC. Ashton holds a Series 6, 7TO, 63, and 65 licenses, along with the SIE exam. Ashton is a Certified Financial Planner™ professional and a Chartered Financial Consultant. In addition to working with clients, Ashton is also a board member of several non-profit organizations.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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SC
03/16/2023 - Present
Mariner Wealth (GREENVILLE SC)
SC
02/06/2014 - 03/17/2023
COMMONWEALTH FINANCIAL NETWORK (Greenville SC)
SC
05/08/2012 - 02/07/2013
NYLIFE SECURITIES LLC (MYRTLE BEACH SC)
IA
Issued 06/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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