Unclaimed
August Truesdale is a registered representative with FTP Securities LLC in San Francisco, CA. August has been in the securities industry since May 4, 2018. August holds the Series 63, Series 7, Series 79TO, Series 86, and Series 87 licenses. August was previously registered with FMI Capital Advisors, Inc. and Stifel, Nicolaus & Company, Incorporated.
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.
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.
1
2
CA
05/25/2022 - Present
FTP Securities LLC (San Francisco CA)
CO
12/02/2020 - 05/12/2022
FMI CAPITAL ADVISORS, INC. (DENVER CO)
CO
04/17/2018 - 11/25/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
BC
Issued 02/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/10/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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