Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey Starr Flamio is a financial advisor currently registered with Osaic Wealth, Inc. Audrey has been in the financial industry since 1998 and has experience working with individuals, businesses, and charitable organizations. Audrey is also a registered investment advisor in the state of New York. Audrey offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Audrey is committed to helping 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.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MOUNT KISCO NY)
NY
04/17/2008 - 01/15/2013
SAGEPOINT FINANCIAL, INC. (MAHOPAC NY)
NY
06/01/2006 - 04/30/2008
HSBC SECURITIES (USA) INC. (BLAUVELT NY)
CT
01/25/2006 - 04/25/2006
NEWALLIANCE INVESTMENTS, INC. (WOODBRIDGE CT)
NY
06/16/2005 - 02/03/2006
AXA ADVISORS, LLC (NEW YORK NY)
MO
07/14/2004 - 06/17/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IL
03/07/2001 - 07/13/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
08/04/2000 - 02/15/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/14/1998 - 08/09/2000
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 10/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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