Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Akin has been in the financial services industry since December 23, 1990. Tony is currently registered with Raymond James Financial Services Advisors, Inc. in Alabama and Texas. Tony has previously worked with Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Morgan Keegan & Company, Inc., Prudential Securities Incorporated, and The Robinson-Humphrey Company Inc. Tony is a Series 3, 7, 31, 63, and 65 licensed professional. Tony specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and other entities.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (HUNTSVILLE AL)
AL
02/21/2006 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (HUNTSVILLE AL)
MD
01/18/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
TN
09/20/1994 - 03/04/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
02/04/1994 - 09/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
GA
12/14/1990 - 02/11/1994
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 12/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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