Unclaimed
Agron Elmazi is a financial advisor with T. Rowe Price Advisory Services, Inc. located in Palm Harbor, FL. Agron has been in the industry since 2010. He has a wide range of experience, having worked with several firms before joining T. Rowe Price. Agron holds a Series 7, Series 66 and the SIE exam and is a Certified Financial Planner. He is registered to provide investment advice in 55 jurisdictions and is actively serving individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
FL
11/02/2023 - Present
T. Rowe Price Advisory Services, Inc. (Palm Harbor FL)
FL
06/25/2021 - 10/09/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
03/03/2014 - 07/09/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
NY
10/05/2005 - 04/03/2008
HSBC SECURITIES (USA) INC. (GRAND ISLAND NY)
NC
05/07/2003 - 09/02/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MO
12/06/2000 - 06/21/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
08/22/2000 - 09/25/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/22/2000 - 09/25/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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