Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Dulaney Schutz is a financial advisor with over 19 years of experience in the financial services industry. Austin currently holds licenses with Lincoln Investment and Capital Analysts. Austin specializes in providing financial planning, investment advice, and wealth management services to individuals, businesses, and institutions. Austin holds a Series 7, 24, 63, and 65 licenses. Prior to joining Lincoln Investment, Austin was a financial advisor with Prudential Insurance Company of America and TD Ameritrade.
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.
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.
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LA
10/23/2023 - Present
Lincoln Investment (Lafayette LA)
LA
10/15/2021 - 10/18/2023
PRUCO SECURITIES, LLC. (LAFAYETTE LA)
LA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (Baton Rouge LA)
LA
12/08/2015 - 02/26/2018
SCOTTRADE, INC. (BATON ROUGE LA)
LA
08/18/2010 - 08/13/2014
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
04/06/2009 - 06/18/2010
HANCOCK INVESTMENT SERVICES, INC. (VILLE PLATTE LA)
NC
03/30/2005 - 11/03/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NJ
04/26/2000 - 11/18/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 06/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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