Akhil Patel
Professional summary
Akhil Patel, who also goes by Akhil H Patel, is a registered financial professional currently at FRONTIER SOLUTIONS, LLC located in Corona Del Mar, California.
Akhil is registered as a RR (Registered Representative) and started their career in finance in 2019. Akhil has worked at 3 firms and has passed the Series 66, Series 79TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Akhil Patel's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 23, 2022 - Present
FRONTIER SOLUTIONS, LLC
Office #1: 2101 E. Coast Hwy Suite 200, Corona Del Mar, CA 92625August 2, 2021 - August 15, 2022
CION SECURITIES, LLC
October 7, 2019 - July 13, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 27, 2019 - July 13, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/23/2022)
Exams
Series 79TO
Date: 12/20/2022
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 8/27/2019
General Securities Representative ExaminationFINRA
Current Firm
FRONTIER SOLUTIONS, LLC
CRD#: 136102 / SEC#: , 8-66972
Contact information
FINRA licenses (47 States and Territories)
Red Flags
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