Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Sargent is a financial advisor with Fidelity Personal And Workplace Advisors. Austin has been working in the financial industry for over three years. Austin has licenses in 54 states, District of Columbia, Puerto Rico, and Virgin Islands. Austin is an active member of both the Broker-Dealer and Investment Advisor communities. Austin has experience working with high-net-worth individuals, corporations, and pension plans.
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.
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2
UT
09/15/2020 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
08/26/2019 - 10/24/2019
NYLIFE SECURITIES LLC (SANDY UT)
BOTH
Issued 09/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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