Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oluwakemi? Claim Your ProfileOluwakemi Akinkugbe is a financial advisor registered with Wells Fargo Clearing Services, LLC. Oluwakemi has over 10 years of experience in the financial services industry. Oluwakemi is licensed to provide investment advice in Texas. Prior to joining Wells Fargo Clearing Services, LLC, Oluwakemi worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Oluwakemi holds Series 6, 7, 9, 10, 63, and 66 licenses and has experience in financial planning, portfolio management, and investment consulting services to institutional 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.
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
TX
11/30/2020 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
OH
10/01/2012 - 10/17/2013
J.P. MORGAN SECURITIES LLC (WICKLIFFE OH)
OH
08/02/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WICKLIFFE OH)
BOTH
Issued 11/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
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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