Unclaimed
Avdul Demiri is a financial advisor with Wells Fargo Clearing Services, LLC, licensed in New Jersey, New York, and Pennsylvania. Avdul has over 20 years of experience in the financial services industry. Avdul has worked for several other firms, including TD Private Client Wealth LLC, Deutsche Bank Securities Inc., Euro Pacific Capital, Inc., and TD Ameritrade, Inc. Avdul has a broad range of experience in providing financial advice to individuals and institutions.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
09/18/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
10/07/2013 - 09/11/2024
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
NY
05/27/2009 - 10/04/2013
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CT
07/07/2006 - 05/28/2008
EURO PACIFIC CAPITAL, INC. (WESTPORT CT)
NJ
09/28/2000 - 06/14/2006
TD AMERITRADE, INC. (JERSEY CITY NJ)
IA
Issued 03/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2005
Series 4 - Registered Options Principal Examination
BC
Issued 11/22/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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