Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Akins is a financial advisor with over 13 years of experience in the industry. She is currently registered with Pickwick Capital Partners, LLC, a firm headquartered in WHITE PLAINS, NY. Loretta has held previous positions with VANGUARD MARKETING CORPORATION, MATRIX 360 DISTRIBUTORS, LLC and WADDELL & REED. She is licensed to sell securities in Missouri and holds the Series 63, Series 7TO, SIE, and Series 6 licenses.
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.
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2
NY
03/08/2024 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
AZ
11/10/2021 - 04/07/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
KS
08/25/2017 - 06/25/2021
MATRIX 360 DISTRIBUTORS, LLC (FAIRWAY KS)
KS
09/28/2009 - 08/07/2017
WADDELL & REED (OVERLAND PARK KS)
BC
Issued 12/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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