Unclaimed
Kofi Sakyi is a financial advisor with Pimco Investments LLC. Kofi has been active in the financial industry since 2018. Kofi has held prior positions at TD Ameritrade, Inc., Scottrade, Inc., and Morgan Stanley. Kofi holds Series 3, 7TO, SIE, and 7 licenses as well as state licenses including the Series 63 and 66. Kofi is registered to provide investment advice in 53 states, and is currently licensed in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
1
2
TX
08/16/2023 - Present
Pimco Investments LLC (Austin TX)
VA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (ALEXANDRIA VA)
DC
01/04/2017 - 02/26/2018
SCOTTRADE, INC. (WASHINGTON DC)
MD
10/06/2015 - 09/08/2016
MORGAN STANLEY (BETHESDA MD)
VA
03/10/2015 - 09/18/2015
SCOTTRADE, INC. (FAIRFAX VA)
BC
Issued 08/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2023
Series 3 - National Commodity Futures Examination
BC
Issued 07/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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