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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Jacob Schwartz is a financial advisor with Fidelity Personal And Workplace Advisors located in Merrimack, NH. Austin Schwartz has been in the financial services industry since 2021. Austin Jacob Schwartz has passed the Series 7TO, SIE, Series 63, Series 66, Series 9 and Series 10 exams. Austin Jacob Schwartz is registered in Massachusetts, New Hampshire, Rhode Island, Texas and Utah. Austin Jacob Schwartz specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations.
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
NH
12/13/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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