Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audra? Claim Your ProfileAudra Angelo Reed is a financial advisor with Wells Fargo Clearing Services, LLC, who has been in the financial industry since 2004. Audra Angelo Reed is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and is licensed in multiple states. She is also a Registered Investment Advisor (RIA) and holds Series 7 and Series 63 licenses. Prior to joining Wells Fargo Clearing Services, LLC, Audra Angelo Reed worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.
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.
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.
Investment consulting services to institutional clients
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
CA
10/23/2019 - Present
Wells Fargo Clearing Services, LLC (WOODLAND HILLS CA)
CA
06/12/2009 - 10/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOODLAND HILLS CA)
CA
04/19/2004 - 06/16/2009
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
BC
Issued 08/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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