Unclaimed
Agnieszka Filocha is a financial advisor with over 14 years of experience in the industry. Currently, Agnieszka is a registered representative with Amundi Distributor US, Inc. Agnieszka has previously worked with MFS Fund Distributors, Inc., Pioneer Funds Distributor, Inc., and Investors Capital Corp. Agnieszka holds the Series 7, Series 24, and SIE licenses and is a licensed Principal. Agnieszka has been a registered representative since 2008.
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.
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.
1
2
MA
04/02/2014 - Present
Amundi Distributor US, Inc. (BOSTON MA)
MA
06/15/2010 - 04/03/2014
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
10/07/2008 - 06/08/2010
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
03/05/2008 - 10/09/2008
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BC
Issued 04/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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