Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dakota? Claim Your ProfileDakota Ashley Pickard is a registered investment advisor representative with Vanguard Advisers, Inc. Dakota Ashley Pickard has been in the financial services industry since 2017. Dakota Ashley Pickard's primary office location is in Charlotte, North Carolina. Dakota Ashley Pickard is registered to provide investment advisory services in North Carolina and Texas. Dakota Ashley Pickard has previously worked for TIAA-CREF Individual & Institutional Services, LLC in Charlotte, North Carolina. Dakota Ashley Pickard has a Series 6, Series 7, Series 63, and Series 66 license. Dakota Ashley Pickard provides investment advisory services to individuals, businesses, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Dakota Ashley Pickard specializes in asset allocation, portfolio management, and financial planning.
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.
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
NC
10/01/2019 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
01/30/2017 - 02/22/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 09/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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