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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ron? Claim Your ProfileRon Cary Ashley is a financial advisor with over 38 years of experience in the industry. Ron is currently a Registered Representative with United Planners' Financial Services of America A Limited Partner. Ron has a wide range of experience, having worked with firms such as EMPIRE FINANCIAL GROUP, INC., CENTENNIAL CAPITAL MANAGEMENT, INC., and MARINER FINANCIAL SERVICES, INC. Prior to working with United Planners, Ron was an Independent Agent for various insurance companies since 1982. Ron also served as president of Ashley & Associates, Inc. a financial services company in Crestwood, KY since 1994. Ron holds the Certified Financial Planner designation and is licensed to offer financial advice in several states. Ron has experience working with individual clients and families.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
09/01/2021 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
KY
07/20/2001 - 12/12/2008
EMPIRE FINANCIAL GROUP, INC. (CRESTWOOD KY)
GA
06/05/1997 - 07/20/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
FL
04/27/1992 - 06/09/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
GA
08/19/1983 - 05/01/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 08/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2009
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/28/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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