Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey Marie Watson-atkinson is a financial professional with over 16 years of experience in the financial services industry. Audrey is currently a registered representative with Truist Advisory Services, Inc. and is licensed in Georgia to provide investment advice. Audrey has a Series 63, 65, 6, 7TO and SIE securities license. Previously, Audrey was a registered representative with PNC INVESTMENTS and JBS LIBERTY SECURITIES, INC.. Audrey has experience providing financial advice to individuals, businesses, corporations, and high-net-worth individuals. 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Wrap fee product and financial profiling services using desktop software
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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GA
12/01/2016 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
GA
04/19/2012 - 06/13/2014
PNC INVESTMENTS (ATLANTA GA)
GA
03/23/2004 - 06/12/2012
JBS LIBERTY SECURITIES, INC. (TUCKER GA)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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