Unclaimed
Audrea Winston Washington is a financial professional with over 15 years of experience in the industry. Audrea is currently registered with J.P. Morgan Securities LLC and has a history of working with a variety of firms, including Raymond James & Associates, Inc., Aberdeen Fund Distributors, LLC, and MML Investors Services, LLC. Audrea holds several industry licenses, including Series 6, 63, 24, 26, 52TO, 79TO, and SIE. Audrea specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and corporations.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
02/04/2022 - Present
J.p. Morgan Securities LLC (TAMPA FL)
FL
04/26/2017 - 06/12/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
PA
03/05/2014 - 04/05/2017
ABERDEEN FUND DISTRIBUTORS, LLC (PHILADELPHIA PA)
PA
11/13/2012 - 03/05/2014
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
PA
09/16/2010 - 12/05/2011
COHEN & COMPANY CAPITAL MARKETS, LLC (PHILADELPHIA PA)
PA
03/05/2007 - 11/04/2011
COHEN & COMPANY SECURITIES, LLC (PHILADELPHIA PA)
NJ
01/01/1997 - 04/02/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
08/12/1996 - 01/01/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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