Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. JOSEPH, MI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Roxanne Stump is a registered representative with Stifel, Nicolaus & Company, Inc. Ashley has been in the securities industry for 4 years and is licensed in Michigan and Texas. Ashley is a licensed investment adviser representative and can offer investment advice to clients in Michigan and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Onedigital Investment Advisors

location

OVERLAND PARK, KS

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Jean Hudson is a financial advisor with Onedigital Investment Advisors, LLC, a firm focused on providing investment advisory services to individuals, businesses, and institutions. Ashley is registered with the state of Florida as an Investment Adviser Representative (IAR) and holds the Series 6 and Series 65 licenses. Ashley has over 10 years of experience in the financial services industry and specializes in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Shorepoint Capital Partners LLC | CFP ® (Certifications)

location

NORWOOD, MA

0 Disclosures

ADVISOR BIO

Ashley Lareau is a financial advisor with Shorepoint Capital Partners LLC, a registered investment advisor headquartered in Norwood, Massachusetts. Ashley has been in the financial industry since May 2011. Ashley Lareau is registered in Massachusetts and specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Ashley also holds the Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Belle Haven Investments, LP

location

RYE BROOK, NY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Elizabeth Weir is a registered representative at Belle Haven Investments, LP in RYE BROOK, NY. Ashley has been in the industry since 2018 and holds the Series 7, Series 63, and SIE licenses. Ashley specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Palmer is a financial advisor registered with Stifel, Nicolaus & Company, Inc. and has been in the industry since June 5, 2022. Ashley has earned their Series 63, Series 7TO, and SIE licenses. Ashley is a registered representative in Missouri.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

RICHMOND, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Rutledge D'alessandro is a registered representative with Davenport & Co. LLC. Ashley has been in the industry for over 7 years and is licensed to conduct business in Virginia. Ashley has passed the Series 66, Series 7 and SIE exams. Ashley has been with Davenport & Co. LLC since 2015 and has experience working with individual investors, high-net-worth individuals, corporations, and other businesses. Ashley provides a wide range of advisory services, including financial planning, portfolio management, and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP

location

AUSTIN, TX

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Elizabeth Liddell is a financial advisor who has been in the industry since 2011. She is currently registered with Dimensional Fund Advisors LP in Austin, Texas. Ashley has experience in various financial institutions, including Raymond James & Associates, Inc., Raymond James Financial Services, Inc. and JPMorgan Distribution Services, Inc. Ashley holds Series 6, 7, 24, 63 and 65 licenses. Her expertise lies in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Ashley has a strong track record of success in the financial services industry, and she is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Ashley Nicole Chapman is an investment advisor representative with Fisher Investments. Ashley has been in the industry since 2016, and has experience with a variety of financial services firms, including Northwestern Mutual Investment Services, LLC. Ashley is registered in Texas and Washington and holds the Series 6, Series 65 and SIE exams. Ashley specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kovitz Investment Group Partners, LLC | CFP ® (Certifications)

location

Deerfield, IL

0 Disclosures

ADVISOR BIO

Ashley Elizabeth Bebeau is an investment advisor representative at Kovitz Investment Group Partners, LLC. Ashley is licensed in Illinois. Ashley's firm manages over $11 billion in assets. Kovitz Investment Group Partners, LLC provides financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, and pension consulting. They also offer other services such as credit, cash and insurance solutions, family office services, corporate executive services, educational seminars, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stafford Capital Partners Inc.

location

Austin, TX

0 Disclosures

ADVISOR BIO

Ashley Elizabeth Arndt is a Registered Investment Advisor Representative at Stafford Capital Partners Inc. Ashley has been with Stafford Capital Partners Inc. since August 2018. Previously Ashley worked at DW Partners, Meritage Capital, and Pine River Capital Management. Ashley holds a Series 3 license. Ashley's areas of specialization include Portfolio Management for Pooled Investment Vehicles and Portfolio Management for Businesses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles

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