Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrea? Claim Your ProfileAudrea Robbins is an investment advisor representative, registered in Alabama. Audrea is a veteran advisor with over 20 years of experience in the financial industry. Audrea is currently registered with Money Management Services Inc. and has previously worked at TRIAD ADVISORS, INC. and ALLMERICA INVESTMENTS, INC. Audrea Robbins provides financial planning, investment consulting, and portfolio management services to individuals and businesses. Audrea holds Series 7 and Series 66 securities licenses. Audrea Robbins specializes in working with high net worth individuals and retirement planning. The Rice Group, Inc., a company that Audrea Robbins is also involved with, is primarily an insurance business.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
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
AL
02/03/2006 - Present
Money Management Services Inc. (BIRMINGHAM AL)
AL
01/02/2001 - 05/31/2011
TRIAD ADVISORS, INC. (BIRMINGHAM AL)
MA
08/30/2000 - 04/02/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 09/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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