Unclaimed
Augustus Konz is a financial advisor with Raymond James Financial Services Advisors, Inc. He is a registered representative and investment advisor representative and holds a Series 7, Series 66 and SIE licenses. Augustus specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions. He has been in the industry since 2018 and is a licensed advisor with Werth Wealth Management, LLC. Augustus is committed to helping his clients achieve their financial goals through a personalized approach that focuses on their unique needs and objectives.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
06/11/2020 - Present
Raymond James Financial Services Advisors, Inc. (HAYS KS)
BOTH
Issued 04/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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