Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akiko? Claim Your ProfileAkiko Kamata is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the New York, NY office. Akiko has been a registered professional in the financial industry since 2001. Previous employers include J.P. MORGAN SECURITIES LLC and CITICORP INVESTMENT SERVICES. Akiko is licensed to provide financial services in a range of states. Akiko is also a board member for The Gratitude Project, a non-profit organization based in Nevada. Akiko holds Series 7 and Series 66 licenses.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/13/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
10/01/2008 - 04/01/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/15/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/13/2000 - 05/24/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 02/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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