Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Wilden is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Austin has been in the securities industry since 2020. Austin holds the Series 7TO, SIE and Series 63 licenses and is licensed to sell securities in Kentucky. Austin has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2/10/2020 and works in the Lexington branch. Merrill Lynch, Pierce, Fenner & Smith Inc. is a large broker-dealer that manages over $1 trillion in assets. Merrill Lynch, Pierce, Fenner & Smith Inc. provides a wide range of investment services, including portfolio management, financial planning, and investment research.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
KY
02/10/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEXINGTON KY)
BC
Issued 01/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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