Gil O Aikins
Professional Summary
Gil O Aikins, who also goes by Gil O. Aikins, Gil Osei Aikins, Gil Aikins, Gil K Osei, Gil Kwesi Osei, is a registered financial advisor currently at FIVENCA ASSET MANAGEMENT located in Miami, Florida and BETHEL LANDING SECURITIES LLC located in Easton, Connecticut. Gil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Gil has worked at 18 firms and has passed the...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gil O. Aikins, Gil Osei Aikins, Gil Aikins, Gil K Osei, Gil Kwesi Osei
Similar Advisors
SUMMIT FINANCIAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SUMMIT FINANCIAL, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SUMMIT FINANCIAL, LLC
Years of Experience
20 years in the financial services industry
Current & Past Employments
Similar Advisors
SUMMIT FINANCIAL, LLC
Current Firm
FIVENCA ASSET MANAGEMENT | FIVENCA ASSET MANAGEMENT LLC
Contact Information
Main Address
1221 Brickell Ave Suite 900, Miami, FL 33131Phone Number
(646) 348-0896# of Employees
2Regulatory Assets Under Management
Total Number of Accounts
74AUM (Assets Under Management)
$52,356,500Similar Advisors
SUMMIT FINANCIAL, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
SUMMIT FINANCIAL, LLC
State Registrations and Notice Filings
(7/12/2024)
(5/23/2023)
(8/10/2023)
(4/15/2024)
(5/23/2023)
(8/29/2024)
(7/1/2024)
(7/24/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Nov 2017About the Series 79 examSeries 55 — Limited Representative-Equity Trader Exam
Passed Oct 2006SRO Registrations
Similar Advisors
SUMMIT FINANCIAL, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Gil O Aikins's CRS (Customer Relationship Summary).
Similar Advisors
SUMMIT FINANCIAL, LLC
