Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dakota? Claim Your ProfileDakota Johnson is a registered representative and investment advisor representative. Dakota is licensed to provide financial and investment advisory services in Connecticut. Dakota has been in the financial industry since July 2019. Dakota is currently employed with Cetera Investment Advisers LLC. Previously Dakota was employed with Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc., Voya Financial Advisors, Inc., and Voya Financial Partners, LLC. Dakota holds Series 6, 7TO, and SIE licenses. Dakota has experience working with high net worth individuals, individuals other than high net worth, charitable organizations, corporations, and pension and profit sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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2
CT
02/08/2024 - Present
Cetera Investment Advisers LLC (Enfield CT)
MA
06/09/2021 - 12/20/2023
CETERA ADVISOR NETWORKS LLC (STURBRIDGE MA)
CA
03/21/2022 - 10/02/2023
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
03/21/2022 - 10/02/2023
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
03/21/2022 - 10/02/2023
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
03/21/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CT
09/04/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
09/19/2018 - 12/31/2019
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
BOTH
Issued 6/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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