linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Agne Rakauskas

Merrill Lynch, Pierce, Fenner & Smith Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Agne? Claim Your Profile

About Agne Rakauskas

Agne Rakauskas is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Riverhead, NY. Agne has been in the financial services industry for over 10 years and holds the Series 7TO, Series 66 and SIE licenses. Agne is also registered as an investment advisor representative in CT, NY and TX. In addition to her work with Merrill Lynch, Agne has also been self-employed and has worked with Westhampton Tennis and Sport.

Firm Information

Agne Rakauskas is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Merrill Lynch, Pierce, Fenner & Smith Inc. is a corporation that has been in operation since November 10, 1958. The firm has its main office located in NEW YORK, NY, United States. Merrill Lynch, Pierce, Fenner & Smith Inc. provides a range of advisory services, including other, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage assets for various client types, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
Merrill Lynch, Pierce, Fenner & Smith Inc.

450 OLD COUNTRY RD

RIVERHEAD, NY 11901

$1.27T

Assets Under Management

16,965

Total Clients

25,158

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Agne Rakauskas’s Registration & Firm History

NY

02/03/2020 - Present

Merrill Lynch, Pierce, Fenner & Smith Inc. (RIVERHEAD NY)

Not sure if Agne Rakauskas is right for you?

Licenses & Designations

BOTH

Issued 11/2/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/4/2019

Series 7TO - General Securities Representative Examination

BC

Issued 8/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Agne Rakauskas.
Not sure if Agne Rakauskas is right for you?