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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey White is an investment advisor representative associated with Morgan Stanley Institutional Investment Advisors LLC. Audrey has been in the industry since 2002 and has held previous roles at other financial firms including Princor Financial Services Corporation, Nationwide Fund Distributors LLC, AIG Financial Advisors, Inc., and SunAmerica Securities, Inc.. Audrey holds the Series 7, 63, and 65 licenses and has a background in providing investment advisory services. Audrey White currently provides investment advisory services for pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
5299 DTC BLVD., SUITE 1000
GREENWOOD VILLAGE, CO 80111
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Csc - investment policy statement creation/review for 3(21)a and 3(38) erisa plans
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
OR
01/27/2020 - Present
Morgan Stanley Institutional Investment Advisors LLC (Portland OR)
IA
09/14/2007 - 09/13/2012
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
OR
03/14/2006 - 08/31/2007
NATIONWIDE FUND DISTRIBUTORS LLC (PORTLAND OR)
AZ
10/31/2005 - 12/06/2005
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
02/05/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 01/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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