Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Akins is a financial professional with over 10 years of experience in the industry. Ted is currently registered with Pickwick Capital Partners, LLC, and holds Series 6, 7TO, 26, and 63 licenses. Ted's previous employers include Vanguard Marketing Corporation and Matrix 360 Distributors, LLC. Ted is currently licensed in Missouri.
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
NY
03/10/2024 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
AZ
10/29/2021 - 04/07/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
KS
01/11/2017 - 06/25/2021
MATRIX 360 DISTRIBUTORS, LLC (FAIRWAY KS)
MO
09/19/2012 - 03/15/2017
MATRIX CAPITAL GROUP, INC. (Kansas City MO)
BC
Issued 10/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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