Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Michael Austro is an investment advisor representative with Fidelity Personal And Workplace Advisors. Jake has been in the securities industry for over two years. Jake is registered with FINRA and the state of New York and Texas. Jake holds the Series 63, Series 65 and Series 7TO licenses. Jake has been working at Fidelity Investments since March 2023.
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
NY
01/11/2024 - Present
Fidelity Personal AND Workplace Advisors (ALBANY NY)
IA
Issued 10/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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