Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dakota? Claim Your ProfileDakota Gildea is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Dakota has been in the industry since 2017, and has experience working with individuals, businesses, and institutions. Dakota holds the Series 6, Series 63, and SIE licenses. Previously, Dakota was a financial advisor with CITIZENS SECURITIES, INC., based in Wolfeboro, New Hampshire. Dakota specializes in providing portfolio management, financial planning, and investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Dakota is committed to providing personalized advice and customized financial solutions to help clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
02/24/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANCHESTER NH)
NH
12/12/2017 - 08/07/2020
CITIZENS SECURITIES, INC. (WOLFEBORO NH)
BC
Issued 01/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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