Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katja? Claim Your ProfileKatja Akiyama is a Registered Representative and Investment Advisor Representative with Stratos Wealth Partners, Ltd. Katja is licensed to provide investment advice in Utah. Katja is a financial professional with experience in the financial services industry. Katja has been working in the financial services industry since 2016. Katja holds Series 7TO, Series 66 and SIE licenses. Katja's firm, Stratos Wealth Partners, Ltd., is an independent investment advisor firm that provides a variety of financial services to individual and institutional clients. Stratos Wealth Partners, Ltd. is registered with the Securities and Exchange Commission and has offices in Beachwood, Ohio, and Holladay, Utah.
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.
Percentage of assets under management with third party managers
1
2
UT
07/12/2024 - Present
Stratos Wealth Partners, Ltd. (Holladay UT)
BOTH
Issued 08/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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