Unclaimed
Austyn Garcia is a financial advisor with Denver Wealth Management, Inc., where has been with the firm since August 2018. Prior to joining Denver Wealth Management, Inc. Austyn has held roles at various companies, including Colorado State University and LPL Financial. Austyn Garcia holds both Series 7 and Series 66 licenses and is a licensed insurance agent. Austyn Garcia specializes in financial planning and portfolio management for individuals and provides a wide range of advisory services.
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.
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.
1
2
CO
07/01/2021 - Present
Denver Wealth Management, Inc. (DENVER CO)
BOTH
Issued 05/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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