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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrey? Claim Your ProfileAubrey Garner is a registered investment advisor representative associated with Fidelity Personal And Workplace Advisors. Aubrey Garner has been in the securities industry since 2019. Aubrey Garner holds FINRA Series 7, 9, 10, 63 and 66 licenses. Aubrey Garner is registered in Texas and Massachusetts, and has a branch office in Westlake, Texas. Fidelity Personal And Workplace Advisors, a registered investment advisor with approximately $1 billion - $10 billion in assets under management, provides advisory services including financial planning, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for investment companies.
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.
1
2
TX
07/14/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 06/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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