Unclaimed
Agnes Rose Miles vermac is an investment professional with experience in the financial services industry. Agnes is currently registered with MML Investors Services, LLC, and has been licensed since April 2020. Previously, Agnes was with NYLIFE Securities LLC. Agnes has a Series 63 and a Series 6TO license and holds the SIE designation. Agnes specializes in a number of areas including investments, insurance and financial planning. Agnes is also able to provide investment advice to individuals, corporations and other entities. Agnes is located at 52 GLENMAURA NAT BLVD STE 202, MOOSIC, PA 18507.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
PA
04/06/2020 - Present
MML Investors Services, LLC (MOOSIC PA)
PA
05/24/2019 - 02/05/2020
NYLIFE SECURITIES LLC (SCRANTON PA)
BC
Issued 06/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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