Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cade? Claim Your ProfileCade Allen Denazario Akers is an investment advisor representative with Orion Portfolio Solutions, LLC. Cade Allen Denazario Akers has been in the industry for over 7 years. Cade Allen Denazario Akers has a Series 63 and Series 66 license and holds the Certified Financial Planner designation. Cade Allen Denazario Akers specializes in portfolio management for individuals, businesses, pooled investment vehicles, pension consulting, and selection of other advisors. Prior to joining Orion Portfolio Solutions, LLC, Cade Allen Denazario Akers was employed by CHARLES SCHWAB & CO., INC. and CHARLES SCHWAB BANK in Redmond, WA.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NE
01/23/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
WA
12/10/2014 - 11/15/2021
CHARLES SCHWAB & CO., INC. (Redmond WA)
BOTH
Issued 01/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Cade Denazario akers is the right advisor for you? Invested Better is here to help.
