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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashtyn? Claim Your ProfileAshtyn Lauren Shrader is an investment advisor representative with ASB Capital Management LLC. Ashtyn has been in the financial services industry since November 2022. Ashtyn is registered with the state of Maryland. Ashtyn holds the Series 66, Series 7TO, and SIE licenses. Ashtyn has experience working with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
02/07/2024 - Present
ASB Capital Management LLC (BETHESDA MD)
AZ
11/01/2022 - 09/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
BOTH
Issued 02/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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