Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agim? Claim Your ProfileAgim Deva is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Agim has over 15 years of experience in the financial services industry. Agim holds the Series 6, 7, 24, 63 and 65 licenses. Agim is also a registered investment advisor representative in Minnesota. Agim specializes in providing financial planning, portfolio management and retirement planning services to individuals and businesses. Agim also works with charitable organizations and pension and profit sharing plans. Agim was previously employed with LPL Financial LLC, Cetera Investment Services LLC and UVEST Financial Services Group, Inc. Agim is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
08/26/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
10/15/2019 - 07/31/2020
CETERA INVESTMENT SERVICES LLC (MAPLEWOOD MN)
MN
04/21/2014 - 10/21/2019
LPL FINANCIAL LLC (MAPLEWOOD MN)
MN
05/07/2008 - 11/06/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MINNEAPOLIS MN)
MN
12/17/2007 - 02/26/2008
IFMG SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 10/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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