Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Akeson is a financial advisor who is currently registered with BCW Securities LLC. Robert has been in the financial industry since 1998 and holds multiple licenses and certifications, including Series 7, 10, 24, 63, 79TO, 99TO, and SIE. Robert has a broad range of experience in the financial industry, having worked with a variety of firms, including Mirae Asset Securities (USA) Inc., Industrial and Commercial Bank of China Financial Services LLC, Du Pasquier & Co., Inc., Meridian Equity Partners, Inc., Weiss Investment Management Services, LLC, Neuberger Berman, LLC, and Morgan Stanley & Co., Incorporated. In addition to his experience, Robert is also a registered representative in both Connecticut and New York.
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
CT
01/26/2021 - Present
BCW Securities LLC (WESTPORT CT)
NY
08/11/2023 - 12/04/2023
WEMATCH.LIVE LLC (New York NY)
NY
06/09/2016 - 01/21/2021
MIRAE ASSET SECURITIES (USA) INC. (NEW YORK NY)
NY
10/10/2013 - 06/03/2016
INDUSTRIAL AND COMMERCIAL BANK OF CHINA FINANCIAL SERVICES LLC (NEW YORK NY)
NY
05/17/2010 - 10/08/2013
DU PASQUIER & CO., INC. (NEW YORK NY)
NY
01/22/2009 - 05/07/2010
MERIDIAN EQUITY PARTNERS, INC. (NEW YORK NY)
NY
08/16/2004 - 01/26/2007
WEISS INVESTMENT MANAGEMENT SERVICES, LLC (GARDEN CITY NY)
NY
03/21/1998 - 05/17/2004
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
10/16/1997 - 03/26/1998
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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