Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Okita? Claim Your ProfileOkita Sevi is a financial advisor with Wells Fargo Clearing Services, LLC, in Boston, MA. Okita has been in the financial services industry since 2003 and has experience with a variety of firms including J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Okita holds the Series 6, 7, 63 and 66 licenses as well as the SIE exam. Okita specializes in retirement planning, investment management, and estate planning. Okita is also experienced in working with high-net-worth individuals, businesses, and corporations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/06/2023 - Present
Wells Fargo Clearing Services, LLC (BOSTON MA)
MA
11/03/2017 - 06/08/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MA
04/12/2013 - 11/10/2017
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
10/23/2009 - 04/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)
NY
07/03/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 07/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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