Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Scott Devilleneuve is a financial advisor who has been in the industry since 2020. Currently, Austin is registered with Charles Schwab & Co., Inc. and has been with this firm since September 2022. Prior to that, Austin was registered with TD Ameritrade, Inc. from April 2020 to September 2022. Austin is licensed to sell securities in all 50 states and has passed the Series 7TO, SIE and Series 63 exams. Austin specializes in financial planning and provides services through a wrap fee program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
09/16/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/24/2020 - 09/26/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 06/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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