Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Costello is a financial advisor who has been in the industry since April 2018. Austin is currently registered with LPL Financial LLC. Austin has Series 7, Series 66 and SIE licenses and has a Certified Financial Planner designation. Previously, Austin was registered with GENEOS WEALTH MANAGEMENT, INC. and RAYMOND JAMES FINANCIAL SERVICES, INC. Austin has over 10 years of experience in the financial services industry. Austin is registered in 12 states and has a specializations in a variety of investment areas.
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.
Consulting and other non-discretionary advisory services
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
NE
08/25/2022 - Present
LPL Financial LLC (Lincoln NE)
NE
12/05/2019 - 04/19/2022
GENEOS WEALTH MANAGEMENT, INC. (LINCOLN NE)
CO
08/18/2017 - 03/25/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 10/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Austin Costello is the right advisor for you? Invested Better is here to help.
