Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey Bieber Drossner is an investment advisor representative with Summit Financial, LLC. Audrey has been in the financial industry for over 35 years. Audrey holds Series 7, 63 and 65 securities licenses. Audrey is a licensed insurance agent and works with a variety of individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Audrey has experience in financial planning, portfolio management, and selection of other advisors. Audrey was previously employed by Symphonic Securities LLC and 1st Global Capital Corp.
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.
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.
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
FL
12/18/2023 - Present
Summit Financial, LLC (DELRAY BEACH FL)
MD
06/27/2008 - 12/20/2023
SYMPHONIC SECURITIES LLC (LUTHERVILLE MD)
MD
09/13/2006 - 06/25/2008
1ST GLOBAL CAPITAL CORP. (SPARKS MD)
NY
02/21/2006 - 04/24/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
08/20/1987 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
IA
Issued 01/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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