Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Robertson is a financial advisor who has been working in the industry since January 11, 2010. Aubrey is currently registered with Thrivent Investment Management Inc., and holds a Series 7, Series 66, and SIE license. Aubrey specializes in working with high net worth individuals, corporations, and other businesses. Previously, Aubrey worked for Raymond James Financial Services, Inc., and Wells Fargo Advisors Financial Network, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/24/2017 - Present
Thrivent Investment Management Inc. (Torrance CA)
CA
01/15/2016 - 11/30/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PASADENA CA)
CA
03/12/2012 - 01/20/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (PASADENA CA)
CA
11/19/2009 - 03/15/2012
THRIVENT INVESTMENT MANAGEMENT INC. (SIGNAL HILL CA)
BOTH
Issued 12/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aubrey Robertson is the right advisor for you? Invested Better is here to help.
