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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audry? Claim Your ProfileAudry Verrette is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 15 years of experience in the industry. Audry has held various positions at different firms, including Ameritas Investment Corp., ING Financial Partners, Inc., and Locust Street Securities, Inc. Audry is registered with the state of Louisiana and holds several licenses, including Series 7, Series 9, Series 10, Series 24, and Series 66. Audry has a deep understanding of financial markets and a commitment to providing personalized financial advice to clients. Audry specializes in providing investment advisory services for businesses and individuals, and has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
01/26/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW ORLEANS LA)
CT
09/09/2015 - 06/06/2017
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
NE
05/30/2008 - 12/31/2013
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MS
01/01/2004 - 03/06/2008
ING FINANCIAL PARTNERS, INC. (LAUREL MS)
IA
05/21/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 01/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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