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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Akins is a Registered Representative and Investment Advisor Representative at Fidelity Personal and Workplace Advisors in WESTLAKE, TX. Brian has been in the securities industry since 2012 and has experience at National Financial Services LLC, TD Ameritrade, Inc., and Fidelity Brokerage Services LLC. Brian offers financial planning, educational seminars and selection of other advisers services to individuals, corporations or businesses, as well as pension and profit sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/30/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
03/10/2017 - 09/07/2018
TD AMERITRADE, INC. (Southlake TX)
TX
01/04/2016 - 03/07/2017
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
05/07/2012 - 10/29/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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