Unclaimed
Christopher Akamine is a financial advisor with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Christopher holds the Series 7, Series 31 and Series 66 licenses. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional. Christopher has been a financial advisor since April 2008. Christopher is located in MILL VALLEY, CA and works with clients across the country.
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.
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.
Tax services; bill pay
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.
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2
CA
01/10/2022 - Present
Cerity Partners LLC (MILL VALLEY CA)
HI
04/02/2007 - 03/26/2008
MORGAN STANLEY & CO., INCORPORATED (HONOLULU HI)
HI
03/08/2005 - 04/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
BOTH
Issued 03/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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