Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lea? Claim Your ProfileLea Anne Ashby is a financial advisor with over 15 years of experience in the financial services industry. Lea Anne is currently registered with Benjamin F. Edwards & Company, Inc., where she provides financial planning, portfolio management and other advisory services. Lea Anne has a broad range of experience in helping clients with their financial goals and aspirations. Her goal is to provide personalized service and solutions to meet the unique needs of each client. Lea Anne also has a deep understanding of the investment management industry and is committed to providing her clients with the highest level of service and professionalism.
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.
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2
IL
11/28/2018 - Present
Benjamin F. Edwards & Company, Inc. (Salem IL)
IL
06/21/2004 - 11/08/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (SALEM IL)
BOTH
Issued 11/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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