Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Stoll is an investment advisor representative at UBS Financial Services Inc., working out of the Sylvania, Ohio branch. Austin's primary area of focus is in providing investment advisory services to individuals and businesses. Austin has been working in the financial services industry since 2019, with previous experience at Fifth Third Bank, Donley Concrete Cutting Inc., and Kentucky Speedway. Austin has a strong educational background, having attended Miami University and holding Series 66, Series 7, and SIE licenses.
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.
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.
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.
See schedule d - miscellaneous
1
2
OH
06/21/2022 - Present
UBS Financial Services Inc. (SYLVANIA OH)
BOTH
Issued 06/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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