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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 Fersten is a financial advisor with Forvis Mazars Wealth Advisors, LLC. Audrey has been in the financial services industry since 2002 and holds a Series 7, 6, 63, and 65 license. Audrey has a background in both the brokerage and investment advisory business. Audrey works with a wide range of clients including high-net-worth individuals, corporations, charitable organizations and retirement plans. Audrey provides financial planning and investment management services. Audrey’s expertise and dedication to clients helps them 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.
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.
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
TX
01/08/2021 - Present
Forvis Mazars Wealth Advisors, LLC (Houston TX)
TX
04/03/2018 - 07/24/2020
USCA SECURITIES LLC (HOUSTON TX)
TX
07/31/2013 - 08/12/2014
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
TX
01/02/2004 - 06/13/2011
FORESIDE FUND SERVICES, LLC (HOUSTON TX)
BOTH
Issued 05/18/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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