Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audra? Claim Your ProfileAudra Nay is an Investment Advisor Representative with MAI Capital Management, LLC. Audra has been in the industry since 2014. Prior to joining MAI Capital Management, LLC, Audra worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and FIRST REPUBLIC SECURITIES COMPANY, LLC. Audra holds the Series 7, Series 63 and Series 65 licenses. Audra is registered to provide investment advice in California. Audra specializes in providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
CA
02/23/2024 - Present
MAI Capital Management, LLC (Santa Rosa CA)
CA
07/18/2017 - 05/21/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SANTA ROSA CA)
CA
02/06/2017 - 05/30/2017
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
BC
Issued 11/04/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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