Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Baileigh? Claim Your ProfileBaileigh Je'nae Ashbrook is a financial advisor at LPL Financial LLC. Baileigh has been in the industry since September 2020. Baileigh is registered with the state of Iowa. Baileigh holds the Series 7TO, SIE, Series 63 and Series 65 licenses. Baileigh provides financial planning, portfolio management, and other advisory services. Baileigh's previous experience includes positions at OSAIC WEALTH, INC., Royal Alliance, Petersen Financial LLLC Planning, and Central Financial Group.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
11/13/2023 - Present
LPL Financial LLC (FORT DODGE IA)
IA
09/24/2020 - 11/16/2023
OSAIC WEALTH, INC. (FORT DODGE IA)
IA
Issued 01/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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