Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Bratvold is an investment advisor representative with Dakota Wealth, LLC and has been in the industry since 1998. Eric is registered in Minnesota and has a Series 65 license. Eric previously worked at TD Ameritrade, Inc. and Dean Witter Reynolds Inc. Eric specializes in providing investment advice to individuals, investment companies, pooled investment vehicles, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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
FL
06/01/2023 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
MN
01/13/1999 - 06/05/2008
TD AMERITRADE, INC. (ST. PAUL MN)
NY
01/14/1998 - 10/12/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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