Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dakota? Claim Your ProfileDakota Bunday is a registered investment advisor representative with Valic Financial Advisors, Inc. Dakota is licensed to offer investment advisory services in Indiana. Dakota has been in the securities industry since September 10, 2023 and has passed the Series 66, Series 7, and SIE exams. Dakota specializes in providing financial planning, portfolio management for individuals, and selection of other 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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IN
11/17/2023 - Present
Valic Financial Advisors, Inc. (CARMEL IN)
BOTH
Issued 11/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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