Unclaimed
Audra Lee Seymour is a registered representative with Crossmark Global Investments, Inc. in Houston, TX. Audra has been in the securities industry for over 4 years and has passed the Series 7TO and SIE exams. Audra has experience working with clients in a variety of industries. She has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Audra also has experience providing portfolio management services for businesses, individuals, and 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/12/2024 - Present
Crossmark Global Investments, Inc. (HOUSTON TX)
BC
Issued 05/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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