Unclaimed
Audrey Kathleen Averill is a registered representative with MML Investors Services, LLC, a firm that offers a variety of financial products and services, including asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Audrey is currently registered to provide investment advice in North Carolina and Texas. She is licensed to offer securities products in 53 states, as well as in the District of Columbia and Puerto Rico. Audrey began her career in the financial industry in 2008. She previously worked for The Pelora Group. Audrey is committed 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
NC
03/25/2024 - Present
MML Investors Services, LLC (CHARLOTTE NC)
BOTH
Issued 10/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Audrey Averill is the right advisor for you? Invested Better is here to help.