Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Pare is a financial advisor with over 10 years of experience in the industry. Austin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide advisory services in 53 states. Prior to joining Merrill Lynch, Austin was a financial advisor with EDWARD JONES. Austin provides a variety of services to clients, including portfolio management, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses. Austin specializes in serving high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans and insurance companies.
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
AZ
10/31/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
09/13/2012 - 10/07/2013
EDWARD JONES (PHOENIX AZ)
BOTH
Issued 10/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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