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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Cunningham is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL. Bridget Cunningham is a registered investment advisor in New York. Dakota Wealth, LLC is a registered investment advisor in the state of Florida. Bridget Cunningham has over 20 years of experience in the financial services industry. Bridget Cunningham holds Series 7, 65 and 66 securities licenses and is a member of the National Association of Personal Financial Advisors. Dakota Wealth, LLC provides a range of investment advisory services, including financial planning, portfolio management, and tax preparation.
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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FL
08/10/2021 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
NY
01/18/2006 - 11/02/2009
KEY INVESTMENT SERVICES LLC (CAZENOVIA NY)
OH
02/06/2001 - 01/18/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 08/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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