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Ashley Seyberth

9 Years of Experience
Cincinnati, OH
BrokerSells Insurance

Ashley Seyberth is a registered investment advisor, based in Cincinnati, OH, with 9 years of industry experience.

Location

9999 Carver Road, Suite 130, Cincinnati, OH, 45242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ashley is dually-registered as an investment advisor representative and a registered representative, dedicating most of her time to these roles. She is also an insurance agent with Octavia Risk Management LLC, a brand ambassador for Keenz Stroller Wagons, the owner of a custom crafts business called The Meticulous Millenial, and a committee member for a chamber alliance.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - Present · 5 yrs 11 mos
Octavia Wealth Advisors LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Equitable Advisors, LLC
March 2019 - July 2020 · 1 yr 4 mos
Equitable Advisors, LLCBroker
December 2016 - July 2020 · 3 yrs 7 mos
State Registrations5 states
FLINKYNCOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ashley Seyberth - Financial Advisor | TrueAdvisor