Unclaimed
Austin Tapley is a financial advisor with Hantz Financial Services, Inc., who is licensed in Michigan and has a Series 7TO, Series 66, and SIE licenses. Austin is a Registered Representative (RA) and an Investment Adviser Representative (IA) in Michigan. Austin has been a financial advisor for over 10 years and is committed to providing personalized financial guidance to individuals, families, and businesses. He is knowledgeable in financial planning, retirement planning, investment management, and insurance. Austin has worked with Hantz Financial Services since May 2023.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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MI
10/23/2023 - Present
Hantz Financial Services, Inc. (ANN ARBOR MI)
BOTH
Issued 10/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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