Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Konecke is a financial advisor with Edelman Financial Engines in Charlotte, North Carolina. Austin holds Series 6, 7, 24, 31, 63, and 65 licenses and has been working in the financial services industry since 1997. Previously, Austin worked at Rollover Securities in Charlotte, North Carolina, Banc of America Investment Services, Inc. in Boston, Massachusetts, Morgan Stanley DW Inc. in Purchase, New York, and Vanguard Marketing Corporation in Malvern, Pennsylvania.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NC
02/08/2021 - Present
Edelman Financial Engines (CHARLOTTE NC)
NC
07/09/2008 - 02/03/2010
ROLLOVER SECURITIES (CHARLOTTE NC)
MA
11/17/2004 - 11/06/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/01/2002 - 02/13/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
PA
06/03/1997 - 05/23/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 8/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 3/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 5/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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