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Akbar Kassamali Kassam

Proactive Wealth Strategies, LLC

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About Akbar Kassamali Kassam

Akbar Kassamali Kassam is an Investment Advisor Representative at Proactive Wealth Strategies, LLC. Akbar has been in the financial services industry since March 2002. Akbar is licensed in California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, New York, North Carolina, Puerto Rico, South Carolina, Tennessee, Texas, and Washington. Akbar holds the Series 7, Series 6, Series 22, Series 63, and Series 65 licenses.

Firm Information

Akbar Kassam is currently registered with Proactive Wealth Strategies, LLC. Proactive Wealth Strategies, LLC is an investment advisor headquartered in Marietta, GA. They manage approximately $253,549,812 in assets for 381 clients, primarily high-net-worth individuals and other individuals. The firm offers financial planning and portfolio management services, and participates in wrap fee programs.
Proactive Wealth Strategies, LLC

533 JOHNSON FERRY ROAD BLDG. C

MARIETTA, GA 30068

$253.55M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Akbar Kassam’s Registration & Firm History

GA

04/20/2022 - Present

Proactive Wealth Strategies, LLC (MARIETTA GA)

GA

05/18/2011 - 02/14/2018

INVEST FINANCIAL CORPORATION (MARIETTA GA)

GA

09/24/2007 - 05/18/2011

TRIAD ADVISORS, INC. (MARIETTA GA)

GA

01/14/2004 - 09/26/2007

MULTI-FINANCIAL SECURITIES CORPORATION (ATLANTA GA)

NY

12/10/2001 - 10/03/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

MN

08/21/2001 - 08/24/2001

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 08/25/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2015

Series 7 - General Securities Representative Examination

BC

Issued 11/18/2004

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/20/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Akbar Kassamali Kassam.
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