Unclaimed
Austin Fetch is a financial advisor at AE Wealth Management, LLC, in Sun City, Arizona. Austin has been in the industry since December 2015. Austin has a Series 7, Series 66, and SIE licenses. Austin is a CERTIFIED FINANCIAL PLANNER™ professional. Austin is also licensed in Arizona as an investment advisor representative. Austin’s firm, AE Wealth Management, LLC, has a total of 277,294 client accounts with $27,082,623,332 in regulatory assets under management. The firm also offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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2
AZ
11/05/2020 - Present
AE Wealth Management, LLC (Sun City AZ)
AZ
03/28/2018 - 10/27/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
ND
12/02/2015 - 02/14/2018
AMERIPRISE FINANCIAL SERVICES, INC. (DICKINSON ND)
BOTH
Issued 06/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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