Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin James Davison is a financial advisor registered with Fidelity Personal And Workplace Advisors. Austin Davison is registered in 53 states and the District of Columbia as a broker and in Texas as an investment advisor. Austin Davison has passed the Series 63, Series 66, Series 7TO, and SIE exams. Austin Davison has worked as a financial advisor at Fidelity Investments for over a year. Prior to that, Austin Davison has held positions at Broker Online Exchange, Ann Sattler Campaign, Big Data Energy Services, Fort Worth Operating Company, and Tarrant County College. Austin Davison is a financial planner and provides portfolio management services for individuals and businesses.
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
TX
11/25/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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