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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 Miller-Okhiria is a financial advisor with Cetera Investment Advisers LLC. Audrey is a registered representative in Tennessee and has been in the financial industry since 2000. She specializes in financial planning, portfolio management, and educational seminars. Audrey has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Audrey has experience with Cetera Investment Services LLC and Morgan Keegan & Company, Inc. in the past.
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.
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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2
TN
12/04/2017 - Present
Cetera Investment Advisers LLC (MEMPHIS TN)
TN
02/13/2007 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
05/23/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (MEMPHIS TN)
TN
07/28/2004 - 02/28/2006
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
04/07/2000 - 08/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 11/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/10/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/2014
Series 7 - General Securities Representative Examination
BC
Issued 4/6/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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