Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gerard Akers is a financial advisor with Truist Advisory Services, Inc. located in BEDFORD, PA. Michael has been in the financial services industry since 1998. Michael holds licenses to provide financial advice in MD, PA and TX. Michael's firm, Truist Advisory Services, Inc., is a large firm with a diverse client base including high-net-worth individuals, corporations, and individuals other than high-net-worth. They offer a wide range of financial services, including financial planning, portfolio management, and selection of other advisers.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
04/15/2021 - Present
Truist Advisory Services, Inc. (BEDFORD PA)
VA
06/20/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
05/02/2008 - 06/21/2013
JANNEY MONTGOMERY SCOTT LLC (LE MOYNE PA)
PA
06/26/1998 - 05/05/2008
FERRIS, BAKER WATTS INCORPORATED (LEMOYNE PA)
IA
Issued 08/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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