Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Michael Dozier is a financial advisor with Fidelity Personal And Workplace Advisors. Austin Michael Dozier has been in the financial industry for over 2 years. Austin Michael Dozier is registered with FINRA as a registered representative and has 53 state securities licenses, including Florida and Texas, along with two state investment advisor licenses. Austin Michael Dozier is Series 63 and 66 licensed. Austin Michael Dozier's firm has 7,979 licensed agents, 14,549 investment advisor representatives, and 15,281 registered representatives. Fidelity Personal And Workplace Advisors has a main office located in Boston, MA. Austin Michael Dozier's firm primarily serves high net worth individuals, individuals other than high net worth individuals, pension and profit-sharing plans, and corporations or other businesses. Fidelity Personal And Workplace Advisors' approximate assets under management are between $1 billion and $10 billion.
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.
1
2
FL
03/08/2024 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 02/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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