Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey Lynn Brownmiller is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Audrey has been in the financial services industry since December 1989, working with clients in Cody, WY. Audrey's expertise spans a variety of areas including portfolio management, investment consulting, and financial planning. Audrey also has extensive experience in providing advice to institutions. Audrey is licensed to offer advisory services in Pennsylvania and Wyoming, and is registered to offer securities in a wide range of states.
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.
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.
Investment consulting services to institutional clients
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
WY
07/03/2017 - Present
Wells Fargo Clearing Services, LLC (CODY WY)
NC
05/08/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
08/19/1996 - 09/03/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
12/19/1989 - 08/19/1996
MERIDIAN SECURITIES, INC.
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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