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Jeffrey Agnew

National Financial Services LLC

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About Jeffrey Agnew

Jeffrey Agnew is a registered representative and financial advisor in Massachusetts and New Hampshire. Jeffrey has over 7 years of experience in the financial services industry. Jeffrey is currently employed by National Financial Services LLC. Prior to this, Jeffrey was employed by Fidelity Brokerage Services LLC in Merrimack, New Hampshire and Boston, Massachusetts. Jeffrey holds the Series 63, Series 66, Series 7 and SIE securities licenses.

Firm Information

Jeffrey Agnew is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Agnew’s Registration & Firm History

MA

02/17/2022 - Present

National Financial Services LLC (BOSTON MA)

MA

03/14/2022 - 05/31/2023

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

NH

03/25/2016 - 09/20/2019

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

NH

09/29/2014 - 07/02/2015

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 03/01/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeffrey Agnew.
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