Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dakota? Claim Your ProfileDakota Staton is an investment advisor representative at HUB Investment Partners, LLC. Dakota has been in the financial services industry since 2017. Dakota is registered with the state of Texas and Florida. Dakota has a Series 66, Series 7TO, and a SIE license. Dakota specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Dakota has a history of working in a variety of financial roles, including financial advisor, investment analyst, and financial planner.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/17/2023 - Present
HUB Investment Partners, LLC (AUSTIN TX)
TX
07/05/2022 - 09/22/2023
PRUCO SECURITIES, LLC. (AUSTIN TX)
BOTH
Issued 07/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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