Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ. Frederick Akers is a financial advisor with over 40 years of experience in the financial services industry. J. Frederick Akers is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Previously, J. Frederick Akers was registered with Prudential Securities Incorporated and Shearson Lehman Hutton Inc. J. Frederick Akers is a Certified Financial Planner and has earned the Series 63, Series 65, Series 7 and Series 1 licenses. J. Frederick Akers specializes in providing financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
GA
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
NY
04/25/1988 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/15/1988 - 05/05/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/01/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1979
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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