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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Autumn? Claim Your ProfileAutumn Marie Azar is an Investment Advisor Representative at Dakota Wealth, LLC and has been with the firm since May 2021. Autumn is registered with the state of Ohio. Autumn is a licensed Investment Advisor Representative (IAR) and has experience in the Financial Services industry. Dakota Wealth, LLC is a fee-only advisory firm and offers investment management, financial planning, and outsourced investment advisory services to high net worth individuals, corporations, and other investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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.
A percentage of the total value of assets under management is charged.
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OH
08/16/2024 - Present
Dakota Wealth, LLC (Akron OH)
IA
Issued 08/16/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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