Iram Mina Amir
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Sagevest Wealth ManagementOct 2022 to now
- UnemployedJun 2022 to Sep 2022
- Global Advisor GroupJun 2021 to Aug 2021
- Pavlov Financial PlanningJan 2021 to May 2021
- Sleep Clinics of AmericaJan 2020 to Apr 2020
- Sleep Clinics of AmericaDec 2018 to Jan 2019
- Virginia TechAug 2018 to May 2022
- The Steward SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Sagevest Wealth Management
Legal name: Sage Financial Management Group, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7380735
- 143562