Monica Akbar has been Compliance Manager of E6 Portfolios since April 2023, is a control person of the firm and directly owns under 5% of it.
E6 Portfolios is a Midvale, UT firm with $239M under management, 781 clients and 3 advisers in one office, as of its March 2026 filing.
Monica Akbar’s longest registration is the current one, under a year at Diversify Advisory Services, LLC since 2026.
- Diversify Wealth Management, LLCAlso current– present · under a yearSouth Jordan, UT · Adviser representative · Firm CRD 329878
- Diversify Advisory Services, LLCAlso current– present · under a yearSouth Jordan, UT · Adviser representative · Firm CRD 326060
Investment adviser representative registrations
Monica Akbar is registered as an investment adviser representative in Utah, since September 2026.
- UtahSince 8 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 September 2026 |
| Series 24 | General Securities Principal Examination | 14 February 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 2022 |
| Series 7TO | General Securities Representative Examination | 11 February 2022 |
| SIE | Securities Industry Essentials Examination | 1 December 2020 |
| Series 99TO | Operations Professional Examination | 16 September 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Operations Professional Examination
- Full name
- Monica Rosalind Akbar
- CRD
- 6262432
- Firm
- E6 Portfolios · CRD 326617
- Role
- Compliance Manager
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Monica Akbar work?
Monica Akbar has been Compliance Manager of E6 Portfolios since April 2023, and is a control person of the firm.
Is Monica Akbar a financial advisor?
Yes. Monica Akbar has a current investment-adviser registration in Utah.
How many years of experience does Monica Akbar have?
Monica Akbar has 5 years in the financial industry, since November 2020, across 2 adviser firms.
What exams has Monica Akbar passed?
Monica Akbar has passed 6 licensing exams: the Series 99TO, SIE, Series 7TO, Series 63, Series 24 and Series 66. The earliest, the Series 99TO, was passed in September 2019.
Is Monica Akbar registered with FINRA?
Yes. Monica Akbar has a current broker registration, under CRD 6262432.
Source: FINRA BrokerCheck
How can I verify Monica Akbar’s record?
Search CRD 6262432 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Monica Akbar’s full registration record.
- Joshua JonesPresident
- Roy JonesCEO and Chief Compliance Officer
- Jason LindquistDirector of Investments