Unclaimed
Austin Wendling is a financial advisor at Edward Jones. Austin has been in the financial services industry for over 10 years. Austin has obtained their Series 7TO, Series 66 and SIE licenses. Austin offers a wide range of financial planning services and works with a variety of clients, including individuals, families, businesses, and retirement plans. Austin is registered to provide investment advice in 51 states and 2 Canadian provinces. Prior to joining Edward Jones, Austin was a financial advisor at Hantz Financial Services, Inc..
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.
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.
See schedule d - miscellaneous
1
2
MO
01/16/2024 - Present
Edward Jones (ST LOUIS MO)
MI
06/20/2023 - 08/30/2023
HANTZ FINANCIAL SERVICES, INC. (SAGINAW MI)
BOTH
Issued 08/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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