Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audeidra? Claim Your ProfileAudeidra E Jones has been a financial advisor for over 20 years. Audeidra has experience with multiple firms including Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, and LPL Financial. Audeidra is currently registered with LPL Financial LLC in Florida.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
07/22/2024 - Present
LPL Financial LLC (NAPLES FL)
FL
10/31/2016 - 06/26/2024
MORGAN STANLEY (Plantation FL)
FL
05/14/2015 - 09/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
FL
02/05/2013 - 05/01/2015
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
03/16/2010 - 11/15/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
FL
06/01/2009 - 03/25/2010
MORGAN STANLEY SMITH BARNEY (NAPLES FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NAPLES FL)
FL
09/22/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NAPLES FL)
FL
05/27/2005 - 09/12/2006
SUNTRUST INVESTMENT SERVICES, INC. (NAPLES FL)
IL
09/26/2000 - 11/04/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 11/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2007
Series 3 - National Commodity Futures Examination
BC
Issued 05/29/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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