Unclaimed
Akira Kido is a financial advisor registered with Morgan Stanley in Jericho, NY. Akira has been in the financial industry since December 28, 2006. Akira holds licenses for both Broker-Dealer and Investment Advisor Representative. Akira is also registered to offer investment advice in 45 states. Prior to joining Morgan Stanley, Akira was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY, NYLIFE SECURITIES LLC, NEW CASTLE FINANCIAL SERVICES LLC, and PFS INVESTMENTS INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/16/2016 - Present
Morgan Stanley (Jericho NY)
NY
06/24/2011 - 09/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
03/05/2010 - 06/17/2011
MORGAN STANLEY SMITH BARNEY (GARDEN CITY NY)
NY
06/30/2009 - 02/12/2010
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
08/06/2007 - 03/13/2009
NEW CASTLE FINANCIAL SERVICES LLC (MELVILLE NY)
GA
07/24/2006 - 07/12/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2008
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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