Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Currington is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2011. Aubrey is licensed to offer securities and investment advisory services in Alabama, Arizona, Arkansas, California, Florida, Idaho, Montana, New Mexico, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, Washington, and Wyoming. Aubrey has been active in the financial industry since August 16, 2011, and has a strong track record of success in helping clients reach their financial goals. Aubrey specializes in providing financial planning services, retirement planning, investment management, and estate planning. Aubrey is committed to providing clients with personalized service and helping them make informed investment decisions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/22/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROSEVILLE CA)
BOTH
Issued 09/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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