Dakota Colonese is a registered investment advisor, based in Jacksonville, FL, with 2 years of industry experience.
Location
700 E Union St., Unit # 182, Jacksonville, FL, 32206-5680
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dakota works full-time as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, LLC. Dakota also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
Trinity Wealth Securities, L.L.C.
Florida Financial Advisors, LLC
State Registrations3 states
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