Raelene Aldridge

16975

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Director of Operations

Raelene Aldridge joined Summit Brokerage Services in 2010. She received her B.A from Texas A&M University in 1999 and began her career in Financial Services at that time. While she has spent most of her career in operations, she also has compliance and front office experience. She has led advisory operations, been a key member of a transition team, trained advisors and staff on advisory platforms and worked on a team that developed a proprietary wealth management software system.

At Summit, Raelene’s main responsibility is supporting advisors on the Wells Fargo Clearing platform (FCC). Additionally, she works closely with the Resource Center and Cetera’s Brokerage Operations teams to assist advisors on the Pershing platform.

Raelene holds the following Finra licenses: 3, 7, 9, 10, 24, and 53.

Living in South Florida has allowed Raelene to spend a lot more time in her favorite place — underwater. Most weekends she can be found on a dive boat with a camera in hand to document the amazing underwater world.

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