Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Elizabeth Willis has been in the financial services industry since 2001. Aubrey is currently registered with National Financial Services LLC. Aubrey has passed the Series 6, Series 7, and SIE exams. Aubrey has prior experience with Fidelity Brokerage Services LLC and Lincoln Financial Advisors Corporation. Aubrey is located in Covington, KY.
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.
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.
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KY
04/08/2016 - Present
National Financial Services LLC (COVINGTON KY)
KY
07/18/2013 - 11/03/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
12/23/2011 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
KY
11/16/2011 - 11/23/2011
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IN
01/21/1998 - 12/23/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/21/1998 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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