Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dakota? Claim Your ProfileDakota Soward is an investment advisor representative at Fidelity Personal And Workplace Advisors. Dakota has been in the industry since May 2021. Dakota is registered in Texas and holds the Series 66 license. Dakota specializes in financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Dakota has been employed at Fidelity Investments since May 2021 and has previous experience at other firms, including Rodd & Gunn, Tommy Bahama, Adidas, PEI Wei, and the University of North Texas.
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.
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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TX
12/14/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
Active
Inactive
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