Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey Christine Wheat is a financial advisor who has been in the industry since 2009. Audrey is currently registered with Captrust in Raleigh, North Carolina. Previously, Audrey worked at T. Rowe Price Investment Services, Inc. in Colorado Springs, Colorado. Audrey holds the Series 6, 7, 63, and 66 licenses. She is also a Series SIE exam holder. Audrey specializes in advising high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
02/11/2016 - Present
Captrust (RALEIGH NC)
CO
02/16/2009 - 01/11/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 02/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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