Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dakota? Claim Your ProfileDakota Pius Durbin is a financial advisor with Cetera Investment Advisers LLC, based in Mansfield, Ohio. Dakota is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2013. Dakota has a wide range of experience in providing financial advice to individuals, families, and businesses. Dakota holds a Series 7 and Series 66 license and is registered with the state of Ohio and Florida. In addition to providing financial planning and investment management services, Dakota also assists clients with opening traditional banking deposit accounts at Mechanics Bank.
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.
1
2
OH
12/10/2022 - Present
Cetera Investment Advisers LLC (MANSFIELD OH)
OH
01/28/2016 - 12/09/2022
INFINEX INVESTMENTS, INC. (MANSFIELD OH)
OH
11/25/2013 - 02/26/2016
SECURITIES AMERICA, INC. (BUCYRUS OH)
OH
04/08/2013 - 12/26/2013
INFINEX INVESTMENTS, INC. (MT. HOPE OH)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/5/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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