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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin William Saxon is a financial advisor with Fidelity Personal and Workplace Advisors. Austin has been in the financial industry since 2015. Prior to joining Fidelity Personal and Workplace Advisors, Austin was a financial advisor at Wells Fargo Clearing Services, LLC and Waddell & Reed. Austin is licensed to sell securities in all 50 states and the District of Columbia. Austin specializes in providing financial planning, investment management, and educational seminars to individuals and businesses.
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
KY
08/02/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NV
06/14/2016 - 06/03/2022
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
NV
04/01/2015 - 06/07/2016
WADDELL & REED (LAS VEGAS NV)
BOTH
Issued 05/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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