Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audra? Claim Your ProfileAudra Lubawski is an investment advisor representative who has been in the industry since 1999. Audra is currently registered with Osaic Institutions, Inc., which is based in Southern Pines, NC. Audra is a Certified Financial Planner and has a broad range of experience, having previously worked with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., ESSEX NATIONAL SECURITIES, INC., ROYAL ALLIANCE ASSOCIATES, INC. and UVEST INVESTMENT SERVICES.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
NC
02/19/2013 - Present
Osaic Institutions, Inc. (SOUTHERN PINES NC)
NC
07/21/2009 - 02/20/2013
LPL FINANCIAL LLC (SOUTHERN PINES NC)
NC
07/31/2003 - 07/21/2009
UVEST FINANCIAL SERVICES GROUP, INC. (SOUTHERN PINES NC)
CA
02/27/2002 - 08/01/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
AZ
11/17/2000 - 03/04/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NC
05/17/1999 - 11/13/2000
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
IA
Issued 02/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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