Unclaimed
Austin Christopher Petrovich is an investment advisor representative at Truist Advisory Services, Inc. in Brentwood, TN. Austin is a Series 66, 7, and SIE licensed advisor and has been in the industry since June 2020. Austin previously worked at MML Investors Services, LLC in Brentwood, TN. Austin specializes in providing financial planning, portfolio management, and selection of other advisors. Austin also offers services such as wrap fee products and financial profiling services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TN
10/22/2020 - Present
Truist Advisory Services, Inc. (BRENTWOOD TN)
TN
03/02/2020 - 06/24/2020
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
BOTH
Issued 10/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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