Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Healy is a financial advisor with Fidelity Personal And Workplace Advisors, located in Greenwood Village, CO. Austin holds the Series 7, 63, 66, 9, and 10 licenses and has been in the industry since 2018. Austin is also registered as an Investment Advisor Representative in Colorado and Texas. Austin Healy's experience includes work with Vanguard Marketing Corporation and previous roles in the construction and hospitality industries. Prior to entering the financial services industry, Austin worked at Colorado State University. Austin specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and retirement 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.
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2
CO
08/20/2019 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
AZ
04/30/2018 - 04/18/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 08/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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