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Moustapha Nasser Akkari

Gwn Securities Inc.

Palm Beach Gardens, FL

Pasadena, CA

CRD 2902589

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Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Market timing

From the firm’s Form ADV. Read the guides:

Current Employers
Gwn Securities Inc.

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2005-01-07
  • CA RA
    APPROVED
    Since 2005-01-07

Branch Locations

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA

Pasadena, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Pasadena CA 12/1998 Present
Gwn Securities, Inc Palm Beach Gardens FL 01/2005 Present
  • 12/1998 → Present
    Self-Employed
    Pasadena, CA
  • 01/2005 → Present
    Palm Beach Gardens, FL
Previous Registrations
  • 2002-06-03 → 2004-12-31
    Pmg Asset Management Inc
    West Palm Beach, FL
Other Businesses

SOUTH PASADENA MASONIC LODGE POSITION: SECRETARY NATURE: FRATERNATY ORGANIZATION. Ã????Ã??,Ã??Ã,  INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2008 ADDRESS: 1030 FAIR OAKS AVE., SOUTH PASADENA CA 91030 DESCRIPTION: SECRETARY FOR A NON-PROFIT ORGANIZATION (MASONIC LODGE) KINGSTON REALTY: 913 WALNUT SR., PASADENA, CA 91106 POSITION: PART TIME REAL ESTATE SALES ASSOCIATE. START DATE: 11/1/2012 TO PRESENT SECURITTAX FINANCIAL SERVICES: 522 N GLENOAKS AVE., BURBANK, CA 91502 POSITION: ACCOUNTING & BOOKKEEPING ( 8 HOURS PER MONTH) START DATE: 1/1/2011/ TO PRESENT. MIDLAND LIFE INSURANCE CO.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-08-04
  • S63 Uniform Securities Agent State Law Examination
    1997-08-04
Other Names
  • Moustapha Nasser Akkari
  • Mimo Akkari

View on SEC IAPD

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