Dhimitri Agolli (CRD# 6823313) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Securities | Highland Park, IL | Oct 2017 - Current | 6 |
| Salem Group | Buffalo Grove, IL | Jun 2017 - Sep 2017 | < 1 |
| Unemployed | Chicago, IL | Feb 2017 - May 2017 | < 1 |
| Interfirst Mortgage Company | Lincolnshire, IL | Jun 2016 - Jan 2017 | < 1 |
| Marriott International | Chicago, IL | May 2005 - May 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- IL
-
Total Assets Under Management127MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$2,347,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI, WY
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