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 Schmedes is an investment advisor representative at Ameriprise Financial Services, LLC. Audrey is licensed to provide investment advice in California and Texas. She is also registered as a securities representative in 23 states. Audrey has been working in the financial services industry since 2017. Previously, she worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Audrey holds a Series 66, Series 7, and SIE license. She specializes in retirement planning, investment management, and financial planning. Audrey also has experience in real estate ownership and business ownership.
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 services
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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CA
04/17/2023 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
08/23/2017 - 03/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
BOTH
Issued 10/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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