Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dru? Claim Your ProfileDru Ashcraft is a financial advisor who has been in the industry since 2007. Dru is currently registered with Osaic Wealth, Inc. in Scottsdale, AZ. Dru previously worked with CORECAP INVESTMENTS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, ROYAL ALLIANCE ASSOCIATES, INC., LPL FINANCIAL CORPORATION, ASSOCIATED SECURITIES CORP., FSC SECURITIES CORPORATION, TD AMERITRADE, INC., FEDERATED SECURITIES CORP., DISCOVER BROKERAGE DIRECT, INC., and PAINEWEBBER INCORPORATED. Dru holds the Series 6, 7, 63, 65, and SIE licenses. Dru specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors for individuals and businesses.
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.
1
2
AZ
11/12/2015 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
11/26/2013 - 12/31/2013
CORECAP INVESTMENTS, INC. (SCOTTSDALE AZ)
CA
12/11/2012 - 02/05/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (CORONA CA)
AZ
05/06/2010 - 12/14/2010
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
09/08/2009 - 05/04/2010
LPL FINANCIAL CORPORATION (SAN MATEO CA)
CA
12/23/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SAN MATEO CA)
CA
11/08/2007 - 12/31/2008
FSC SECURITIES CORPORATION (SAN MATEO CA)
CA
07/31/2007 - 10/31/2007
TD AMERITRADE, INC. (SAN CLEMENTE CA)
PA
08/22/2001 - 08/12/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
CA
05/06/1999 - 07/26/1999
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
NJ
08/26/1998 - 04/09/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dru Ashcraft is the right advisor for you? Invested Better is here to help.
