Unclaimed
Agne Mir is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Agne has been in the securities industry since July 13, 2013. Agne holds licenses in the following states: Florida, Maryland, New Jersey, North Carolina, Pennsylvania, and Virginia. Agne also holds the following licenses: Series 6, Series 7, Series 63, Series 66, and SIE. Agne Mir is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Agne has previously been employed at Fidelity Brokerage Services LLC and Santander Securities LLC.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/22/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEDMINSTER NJ)
NJ
04/10/2020 - 04/22/2021
FIDELITY BROKERAGE SERVICES LLC (PRINCETON NJ)
PA
06/17/2013 - 03/13/2020
SANTANDER SECURITIES LLC (LANGHORNE PA)
BOTH
Issued 05/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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