Unclaimed
Akeem Kareem Allan Brooks is an active investment advisor representative, registered with both FINRA and the state of New Jersey. Akeem is licensed to provide investment advice and services as a registered representative for Eagle Strategies LLC. Akeem has a strong background in the financial services industry with a broad range of experience. Akeem has been a licensed insurance broker since 2018 and holds a Series 6, Series 7TO, Series 63 and Series 66 licenses. Akeem specializes in providing financial planning, pension consulting, and educational seminars in addition to portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
09/04/2024 - Present
Eagle Strategies LLC (New York NY)
BOTH
Issued 9/3/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/1/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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