Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audra? Claim Your ProfileAudra Michele Chai is a registered representative with Charles Schwab & CO., Inc., holding both Series 7 and Series 63 licenses. With over 25 years of experience in the financial industry, Audra's expertise lies in providing a comprehensive range of investment solutions, including financial planning and guidance. Audra is committed to delivering personalized service and tailored investment strategies that meet the unique needs of each client.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
10/22/1996 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Audra Chai is the right advisor for you? Invested Better is here to help.
