Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sagen? Claim Your ProfileSagen Augustin is a financial advisor with over 12 years of experience in the financial services industry. Sagen is currently registered with LaSalle St. Investment Advisors, LLC and is located in Bonita Springs, FL. Sagen holds Series 6, 7, 63, and 65 securities licenses and is a Certified Financial Planner. Sagen has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Sagen provides a range of financial services, including financial planning, investment management, and retirement planning. Sagen is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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
FL
03/03/2022 - Present
Lasalle ST. Investment Advisors, LLC (Bonita Springs FL)
FL
02/19/2014 - 03/02/2022
PRINCIPAL SECURITIES, INC. (BONITA SPRINGS FL)
FL
02/05/2011 - 12/24/2013
NEW ENGLAND SECURITIES (ORLANDO FL)
BC
Issued 01/09/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sagen Augustin is the right advisor for you? Invested Better is here to help.
