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Myranda O

Series 63, Series 65

Manchester, MA

Dakota Wealth, LLC

Myranda Obara is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dakota Wealth since 2007, including its prior iteration as Oakmont Partners, LLC. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations and combines multiple research methodologies, managing a range of investment vehicles including a registered mutual fund and serving as sub-adviser to an ETF.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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