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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Cosentino is a registered investment advisor representative with Dakota Wealth, LLC. She is also registered with the state of Florida. Mary Elizabeth has been in the financial services industry for over 15 years. She is licensed to offer investment advice to individuals, corporations, and other entities. Mary Elizabeth's experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning. She has a strong understanding of the investment markets and is committed to providing her clients with personalized advice.
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
05/13/2020 - Present
Dakota Wealth, LLC (Fort Lauderdale FL)
FL
06/01/2012 - 05/08/2018
LINCOLN INVESTMENT (FORT LAUDERDALE FL)
FL
11/30/2009 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (FORT LAUDERDALE FL)
FL
12/03/2003 - 08/12/2009
MUTUAL SERVICE CORPORATION (FORT LAUDERDALE FL)
IA
Issued 11/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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