Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Villodas is a financial advisor with LPL Financial LLC, based in Bradenton, FL. Austin has been in the financial industry since 2013. Prior to joining LPL Financial, Austin was affiliated with Empower Financial Services, Inc. and TD Ameritrade, Inc. among other firms. Austin holds FINRA Series 6, 7, 63, and 66 securities 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.
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
FL
05/10/2024 - Present
LPL Financial LLC (BRADENTON FL)
CO
12/13/2022 - 03/23/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NY
02/15/2022 - 03/08/2022
TD AMERITRADE, INC. (SCARSDALE NY)
NY
01/14/2016 - 01/31/2022
WELLS FARGO CLEARING SERVICES, LLC (PURCHASE NY)
CT
10/02/2015 - 11/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGEFIELD CT)
CT
09/10/2013 - 10/07/2015
J.P. MORGAN SECURITIES LLC (DARIEN CT)
BOTH
Issued 06/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Austin Villodas is the right advisor for you? Invested Better is here to help.
