Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anees? Claim Your ProfileAnees Akhund is a financial advisor with Commonwealth Financial Network in Visalia, CA. Anees has been in the financial services industry since 1986, and has been registered with the Securities and Exchange Commission (SEC) as an investment advisor since 2016. He is also a registered representative of Commonwealth Financial Network, a firm that provides a wide range of financial services to individuals and families. Anees specializes in retirement planning, college savings, and investment management. He has a strong commitment to providing his clients with personalized financial advice and helping 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.
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.
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
CA
11/04/2024 - Present
Commonwealth Financial Network (Visalia CA)
NA
01/24/1986 - 02/24/1986
NEW YORK LIFE SECURITIES CORP.
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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