Unclaimed
Eden Tadesse Akana is a financial advisor registered in Maryland. Eden has been in the industry for 5 years and is currently registered with SPC Financial Inc. in Rockville, MD. Eden holds a Series 66, Series 51, Series 24, Series 99TO, SIE and Series 7 license. Eden was previously affiliated with GROVE POINT INVESTMENTS, LLC in Rockville, MD. Eden has a strong focus on financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
08/30/2021 - Present
SPC Financial Inc. (ROCKVILLE MD)
MD
07/13/2018 - 08/09/2021
GROVE POINT INVESTMENTS, LLC (Rockville MD)
BOTH
Issued 09/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eden Akana is the right advisor for you? Invested Better is here to help.