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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 Kyle Vealey is a registered investment advisor with Osaic FS, Inc. Austin has been in the industry since 2014 and holds the Series 6, 7, 63, and 65 licenses. Austin is a licensed CPA and offers tax analysis and consulting services through his firm Acorn Tax and Wealth Advisors. Austin has experience providing financial planning and retirement plan consulting services to individuals, businesses, and corporations. He has worked with various firms throughout his career, including J.W. Cole Financial, Inc. and Money Concepts Capital Corp. Austin has also been a registered representative with Lincoln Financial Securities. Austin focuses on providing a high level of personalized service to his clients.
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.
Retirement plan consulting services provided on limited basis.
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.
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2
FL
01/21/2021 - Present
Osaic FS, Inc. (OCALA FL)
FL
07/27/2015 - 07/30/2020
J.W. COLE FINANCIAL, INC. (Ocala FL)
FL
08/29/2014 - 07/29/2015
MONEY CONCEPTS CAPITAL CORP (OCALA FL)
BC
Issued 01/12/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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