Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Grams is a financial advisor in Scottsdale, AZ with over 10 years of experience in the industry. Aubrey is registered with Vanguard Marketing Corp. and is licensed in Arizona. Previously, Aubrey worked at Chase Investment Services Corp. Aubrey has a variety of certifications and licenses including Series 6, 7, 24, and 63.
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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2
AZ
05/24/2017 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
06/25/2009 - 11/16/2011
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
BC
Issued 06/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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