Ashlee SolarczykCRD Number: 6002529
Current Firm: Schwab Private Client Investment Advisory, Inc.
Ashlee Solarczyk (CRD# 6002529) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Schwab Private Client Investment Advisory, Inc.||Phoenix, AZ||Jun 2014 - Current||3|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Nov 2011 - Current||6|
|Pink By Victoria's Secret||Orlando, FL||Oct 2009 - Nov 2011||2|
|Bank Of America||Orlando, FL||Oct 2009 - Nov 2011||2|
|Unemployed||Orlando, FL||Jul 2009 - Oct 2009||< 1|
|University Of Iowa - Carver College Of Medicine||Iowa City, IA||Mar 2008 - Jul 2009||1|
|University Of Iowa Foundation||Iowa City, IA||Jun 2007 - Mar 2008||< 1|
|Stride Rite||Coralville, IA||Sep 2006 - Jun 2007||< 1|
|Pat Clemon's Chevrolet||Boone, IA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV