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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 Tuckerman is a financial advisor with over 30 years of experience in the industry. Audrey is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Ohio and Texas. Audrey has worked with clients in a variety of industries, including individuals, families, businesses, and institutions. Audrey has a strong understanding of the financial markets and a commitment to providing her clients with personalized financial advice. Audrey specializes in providing financial planning, investment management, and retirement planning services. Audrey is dedicated to helping her 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.
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.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/13/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBUS OH)
NJ
01/29/1993 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 03/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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