Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Nickel Augustin is a financial advisor at Dakota Wealth, LLC, with offices in Akron, OH and Palm Beach Gardens, FL. Peter has over 10 years of experience in the financial services industry. Peter is registered as a Registered Representative (RR) in Ohio and Florida.
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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OH
07/16/2019 - Present
Dakota Wealth, LLC (AKRON OH)
OH
06/28/2017 - 04/03/2019
ROBERT W. BAIRD & CO. INCORPORATED (AKRON OH)
IL
05/29/2014 - 06/29/2017
MORGAN STANLEY (CHICAGO IL)
BOTH
Issued 07/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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