Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Perez is a financial advisor who has been in the industry for over a year. Austin is registered with BNY Mellon Securities Corp. and is licensed in 52 states. Austin specializes in providing portfolio management services for both individuals and businesses. Austin is also registered as a General Securities Representative with the Financial Industry Regulatory Authority (FINRA).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/23/2023 - Present
BNY Mellon Securities Corp. (BOSTON MA)
BC
Issued 03/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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