Ashleigh R. Terrell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ashleigh R Terrell was a registered financial professional .
Ashleigh is a previously registered financial professional and started their career in finance in 2009. Ashleigh had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 30, 2013 - January 11, 2016
ELE WEALTH SOLUTIONS, INC.
August 3, 2012 - January 11, 2016
ELE ADVISORY SERVICES, INC
February 9, 2011 - July 1, 2011
GENEOS WEALTH MANAGEMENT, INC.
January 24, 2011 - July 1, 2011
GENEOS WEALTH MANAGEMENT, INC.
December 2, 2010 - December 16, 2010
SECURITIES AMERICA, INC.
June 12, 2009 - November 26, 2010
SECURITIES AMERICA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ELE WEALTH SOLUTIONS, INC.
CRD#: 38931 / SEC#: , 8-48467
Contact information
FINRA licenses (33 States and Territories)
Red Flags
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