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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 Sanders is a financial professional with over 25 years of experience in the financial services industry. Audrey is currently registered as an Investment Adviser Representative with Wealthcare Capital Management LLC in Richmond, VA and New York, NY. Prior to joining Wealthcare, Audrey was employed by Citigroup Global Markets Inc. in New York, NY. Previously Audrey worked for Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Prudential Securities Incorporated. Audrey holds the Series 7, Series 63 and Series 65 licenses. Audrey provides financial planning and portfolio management services for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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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VA
04/16/2024 - Present
Wealthcare Capital Management LLC (RICHMOND VA)
NY
01/10/2017 - 06/07/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NJ
07/01/2003 - 01/10/2017
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NY
08/24/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/16/1997 - 07/06/1998
TAGLICH BROTHERS, D'AMADEO, WAGNER & CO., INC. (COLD SPRING HARBOR NY)
NY
10/19/1995 - 09/24/1997
MAY, DAVIS GROUP INC. (NEW YORK NY)
NY
02/13/1995 - 10/09/1995
PRIME CHARTER LTD. (NEW YORK NY)
NY
09/13/1994 - 11/10/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/17/1993 - 06/23/1993
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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