Unclaimed
Austin Christian is a financial advisor at Fidelity Personal and Workplace Advisors. Austin has been a financial advisor for 2 years, and is registered with the Securities and Exchange Commission (SEC). Austin has a series 7, 63, and 66 licenses and is registered to provide securities and investment advice in 53 states, including Texas, Florida, California, and New York. Austin specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing 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.
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.
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.
1
2
TX
05/06/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 05/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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