Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serge? Claim Your ProfileSerge Gregory Akopyan is a financial advisor at Fidelity Personal And Workplace Advisors. Serge has over 7 years of experience in the financial services industry. Serge has been registered with the state of California since 2016 and the state of Texas since 2017. Serge is licensed to sell securities and provide investment advice. Serge can also help with financial planning, educational seminars, and the selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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CA
10/07/2024 - Present
Fidelity Personal AND Workplace Advisors (TORRANCE CA)
NY
10/06/2021 - 12/31/2022
ARETE WEALTH MANAGEMENT, LLC (New York NY)
NY
05/14/2019 - 10/05/2021
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
06/02/2017 - 04/22/2019
TD AMERITRADE, INC. (BROOKLYN NY)
NJ
04/10/2017 - 05/26/2017
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/02/2016 - 03/13/2017
PRUCO SECURITIES, LLC. (BROOKLYN NY)
BOTH
Issued 04/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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