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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akhilesh? Claim Your ProfileAkhilesh Sinha is a financial advisor with over 28 years of experience in the industry. He has a strong background in both the brokerage and investment advisory sides of the financial services industry. Akhilesh currently works as an investment advisor representative for Sovran Advisors, LLC. Akhilesh has a wide range of experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Akhilesh is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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2
CA
02/27/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/06/2024
MML INVESTORS SERVICES, LLC (Los Angeles CA)
CA
03/08/1995 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
03/08/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOS ANGELES CA)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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