Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you August? Claim Your ProfileAugust Lentricchia is a financial advisor with Avantax Advisory Services. August has been in the financial industry since 1980 and is registered to provide investment advice in Florida, New York, Pennsylvania, and South Carolina. August is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 6, and Series 24 license. August provides financial planning, portfolio management, and pension consulting services. August has experience working with individuals, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/25/2021 - Present
Avantax Advisory Services (Holbrook NY)
NY
01/13/1999 - 07/17/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
12/20/1994 - 01/13/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
05/13/1993 - 12/19/1994
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/01/1992 - 04/26/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
03/22/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
FL
03/29/1989 - 04/02/1991
F.S.G. FINANCIAL SERVICES GROUP, INC. (MIAMI BEACH FL)
NA
12/24/1986 - 11/21/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/26/1980 - 11/21/1990
IDS LIFE INSURANCE COMPANY
NA
04/20/1988 - 03/10/1989
INVESTORS CENTER, INC.
NA
07/20/1987 - 05/03/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/07/1985 - 07/28/1987
INVESTORS CENTER INCORPORATED
NA
11/26/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
05/01/1985 - 09/27/1985
AUSTIN, DAVENPORT ASSOCIATES, INC.
NA
10/18/1984 - 05/17/1985
ULYSSES CAPITAL CORPORATION
NA
05/20/1983 - 09/16/1983
MACPEG ROSS AND GOLDABER SECURITIES, INC.
NA
06/01/1981 - 06/29/1982
FIRST AFFILIATED SECURITIES, INC.
NA
11/26/1980 - 06/17/1981
IDS MARKETING CORPORATION
BC
Issued 10/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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