Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agnes? Claim Your ProfileAgnes Cahill is a financial advisor with over 20 years of experience in the financial industry. Agnes currently works for Charles Schwab & CO., Inc. in the Paramus, NJ branch. She is a registered representative and investment advisor representative in the state of New Jersey. Agnes has also previously worked for TD Ameritrade, Inc. and UBS Financial Services Inc. She holds various FINRA licenses, including Series 7, Series 9, Series 10, Series 14, and Series 24. Agnes holds the SIE and Series 66 exams as well. Agnes is a licensed representative in California and New Jersey. In addition to her work as a financial advisor, Agnes is also a property manager in Massachusetts.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NJ
06/18/2013 - Present
Charles Schwab & CO., Inc. (Paramus NJ)
NE
07/27/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
NJ
03/18/2002 - 05/08/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
09/02/2003 - 03/09/2007
UBS SERVICES USA LLC (WEEHAWKEN NJ)
BOTH
Issued 08/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/09/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/25/2003
Series 14 - Compliance Officer Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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