Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Palmer is a financial advisor with Kestra Private Wealth Services, LLC, a firm with over 100 licensed agents and over 100 investment advisor representatives. Austin has been in the industry since 1998 and has over 20 years of experience. Austin holds the Series 7, Series 31, Series 63, and Series 65 licenses. Austin is registered to provide investment advice in North Carolina and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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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NC
03/16/2023 - Present
Kestra Private Wealth Services, LLC (Huntersville NC)
NC
06/29/2006 - 03/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTERSVILLE NC)
NC
11/11/1998 - 06/27/2006
MORGAN STANLEY DW INC. (HUNTERSVILLE NC)
IA
Issued 08/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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