Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akin? Claim Your ProfileAkin Greville is a financial advisor with Wellington Funds Distributors Inc. Akin has been in the industry since 2006. Prior to joining Wellington Funds Distributors Inc., Akin worked at Managers Distributors, Inc. and Prudential Retirement Brokerage Services, Inc. Akin holds a Series 7 and Series 63 license. Akin is registered to sell securities in Massachusetts and New York.
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
08/06/2010 - Present
Wellington Funds Distributors Inc. (SAN FRANCISCO CA)
CT
12/17/2004 - 06/25/2007
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
CT
02/10/2003 - 11/29/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
BC
Issued 06/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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