Robert Agueli
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Agueli was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1985. Robert had worked at 7 firms and has passed the Series 63, Series 7, Series 6, Series 4, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 11, 1996 - November 21, 1996
TRADE-WELL DISCOUNT INVESTING, LLC.
June 11, 1996 - January 10, 2003
G. F. TATE & CO., INC.
April 17, 1995 - October 30, 1995
GOLDIS FINANCIAL GROUP, INC.
August 19, 1992 - March 30, 1995
JOSEPHTHAL & CO., INC.
February 9, 1989 - October 2, 1992
A.J. MICHAELS & CO., LTD.
November 19, 1985 - January 17, 1989
BLINDER, ROBINSON & CO., INC.
April 18, 1985 - June 12, 1985
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRADE-WELL DISCOUNT INVESTING, LLC.
CRD#: 24645 / SEC#: , 8-41281
Contact information
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
