Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inka? Claim Your ProfileInka Ashley-lassen is a financial advisor with Transamerica Retirement Advisors, LLC in Atlanta, Georgia. Inka has been in the financial services industry since 2000 and is registered to offer investment advice in Georgia. Inka has passed the Series 6, 7, 63, and 66 exams and the Securities Industry Essentials (SIE) Exam.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
03/08/2018 - Present
Transamerica Retirement Advisors, LLC (Atlanta GA)
GA
09/09/2015 - 03/07/2017
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
04/23/2015 - 08/04/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Atlanta GA)
GA
05/02/2005 - 08/07/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
11/13/2003 - 05/03/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
10/04/2000 - 05/22/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/21/1999 - 08/25/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NC
11/19/1997 - 04/28/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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