Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moustapha? Claim Your ProfileMoustapha Akkari is a financial advisor with over 20 years of experience in the securities industry. Moustapha is registered with GWN Securities Inc. and offers investment advisory services to individuals, high net worth individuals, corporations and other businesses. Moustapha has also worked for PMG Securities Corporation, IRM Distributors, Inc. and Aragon Financial Services, Inc. in the past. Moustapha is a licensed securities agent and has passed the Series 6, SIE and Series 63 examinations. Moustapha is a member of the South Pasadena Masonic Lodge and is a part-time real estate sales associate for Kingston Realty. Moustapha Akkari is a well-rounded financial advisor who can provide a variety of services to meet the needs of his clients.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
01/07/2005 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
07/02/1999 - 12/31/2004
PMG SECURITIES CORPORATION (ELGIN IL)
CA
02/06/1998 - 06/30/1999
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
CA
08/13/1997 - 02/18/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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