Austin Sweet

Senior Associate at Highland Private Wealth Management
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Contact Information
Location
Seattle, Washington, United States, US
Languages
  • English -
  • Spanish Elementary proficiency

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Credentials

  • Series 66 - Uniform Combined State Law Examination - Held through LPL Financial
    FINRA
    Apr, 2019
    - Sep, 2024
  • Series 7TO - General Securities Representative Examination - Held through LPL Financial
    FINRA
    Mar, 2019
    - Sep, 2024
  • SIE - Securities Industry Essentials Examination - Held through LPL Financial
    FINRA
    Jan, 2019
    - Sep, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Associate
      • Mar 2023 - Present

      Securities and advisory services are offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment advisor. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Securities and advisory services are offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment advisor. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.

    • Financial Services
    • Financial Advisor
      • Jul 2021 - Mar 2023

      Washoe Wealth Advisors (WWA) is a team of financial advisors who began working together in 2019 and are located in Reno, Nevada. All advisors are affiliated with LPL Financial and offer a wide range of securities, investment products and financial services- including investment advice and retirement planning. At WWA, we provide services primarily to individuals and small businesses. It is the group’s mission to have an understanding of each client’s unique situation and offer planning and investment advice tailored directly to the client’s needs and goals. For individuals, this may mean planning to purchase a home, opening individual retirement accounts, preparation of educational funding or even complex estate planning for high net worth households. Other clients’ plans may require blending a variety of insurance products into their portfolio including life and long-term care, as well as Fixed Indexed and annuity products. It is important to us that, regardless of the product, it is an appropriate choice specifically selected for the client themselves. We also do a lot of work with small businesses. The team has years of experience setting up business retirement plans such as 401(k)s, Exclusive(k)s, Profit Sharing Plans, Defined Benefit Plans, SEP IRAs, SIMPLE IRAs, and others. The team is comfortable working with CPAs, TPAs and Estate Planning attorneys to create comprehensive strategies to serve their clients’ needs. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Apr 2019 - Jul 2021
    • Unlicensed Assistant
      • Apr 2017 - Mar 2019
    • United States
    • Higher Education
    • 700 & Above Employee
    • El Weigand Fitness Center Employee
      • Apr 2017 - Jan 2018
    • Wholesale
    • 1 - 100 Employee
    • Night Stocker
      • May 2016 - Apr 2017
    • Senate Internship
      • Sep 2015 - Dec 2015

      My responsibilities included attending weekly meetings to observe and experience the process of becoming a Senator for the College of Business. I also sat on the Budget and Finance Committee. My responsibilities included attending weekly meetings to observe and experience the process of becoming a Senator for the College of Business. I also sat on the Budget and Finance Committee.

    • United States
    • Travel Arrangements
    • 1 - 100 Employee
    • Golf Course Outside Services
      • Apr 2014 - Nov 2015

Education

  • University of Nevada, Reno
    Bachelor's degree, Finance, General
    2015 - 2018
  • Robert McQueen High School
    High School Diploma of Graduation
    2012 - 2015

Community

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