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Kofi Sakyi

Pimco Investments LLC

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About Kofi Sakyi

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.

Firm Information

Kofi Sakyi is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kofi Sakyi’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kofi Sakyi.
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