Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey Coleman is a financial advisor with over 25 years of experience in the financial services industry. Audrey has held various roles at prominent firms such as Securities America, Inc., Cetera Advisor Networks LLC, and Cigna Financial Advisors, Inc. Audrey is currently affiliated with ONE Degree Advisors, Inc., where Audrey specializes in providing comprehensive financial planning services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Audrey is a CERTIFIED FINANCIAL PLANNER™ and is committed to helping clients achieve their financial goals.
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.
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.
Fixed and hourly fees for financial planing
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2
CA
01/01/2025 - Present
ONE Degree Advisors, Inc. (SAN DIEGO CA)
CA
04/30/2014 - 06/04/2019
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
07/14/1995 - 05/01/2014
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
PA
07/13/1993 - 03/08/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
07/08/1991 - 07/14/1992
CREST CAPITAL, INC.
NA
12/06/1989 - 03/19/1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MA
01/06/1986 - 12/08/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 01/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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