Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akhil? Claim Your ProfileAkhil Patel is a registered representative currently employed with Frontier Solutions, LLC based in Corona del Mar, CA. Akhil has a strong background in the financial services industry, with experience at CION SECURITIES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Akhil holds the Series 7, Series 66, and Series 79TO licenses, demonstrating his expertise in the securities industry. Akhil Patel is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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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2
CA
08/23/2022 - Present
Frontier Solutions, LLC (Corona del Mar CA)
CA
08/02/2021 - 08/15/2022
CION SECURITIES, LLC (Beverly Hills CA)
CA
08/27/2019 - 07/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INGLEWOOD CA)
BOTH
Issued 10/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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