Unclaimed
Dakota Chayse Brewer is a registered investment advisor representative with Cetera Investment Advisers LLC. Dakota has been in the securities industry since July 2022 and has passed the Series 66, Series 7TO, and SIE exams. Dakota is registered to provide investment advisory services in Oklahoma and Texas. Dakota is also a Treasurer and Board Member for Future Leaders of Oklahoma and Operations Director for White Stag Land Co.
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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OK
11/01/2024 - Present
Cetera Investment Advisers LLC (CLINTON OK)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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