Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Billings is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Aubrey has been in the industry since 2018 and has a Series 66, Series 7, Series 9, Series 10 and SIE license. Prior to joining Fidelity Personal and Workplace Advisors, Aubrey was an Investment Advisor Representative with Ameriprise Financial Services, LLC. Aubrey Billings specializes in helping individuals, businesses, and charitable organizations with their financial planning and portfolio management needs.
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.
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.
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.
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2
VA
07/27/2021 - Present
Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)
VA
02/19/2018 - 06/07/2021
AMERIPRISE FINANCIAL SERVICES, LLC (VIRGINIA BEACH VA)
BOTH
Issued 05/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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