Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audri? Claim Your ProfileAudri Elaine Atwater is a financial professional with Charles Schwab & Co., Inc., a firm with over $50 billion in assets under management. Audri Elaine Atwater has been in the industry since February 2021 and is licensed to offer securities in California and Colorado. Audri Elaine Atwater is a Series 7TO and Series 63 licensed professional who also holds the Securities Industry Essentials Examination (SIE). Audri Elaine Atwater specializes in providing financial planning services to individuals and has a wide range of experience in investment management.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
02/08/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 03/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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