Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Dominguez is a financial advisor with Cadaret, Grant & Co., Inc., where he has worked since January 2019. Alberto has over 13 years of experience in the financial services industry. He previously worked for Morgan Stanley and David Lerner Associates, Inc.. Alberto has a wide range of experience, having served individuals, families, and businesses in various capacities. He holds a Certified Financial Planner (CFP) designation and licenses from both New Jersey and New York. Alberto is committed to providing his clients with the best possible service and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Poughkeepsie NY)
NJ
11/30/2017 - 02/06/2018
MORGAN STANLEY (PARAMUS NJ)
NJ
11/22/2016 - 10/02/2017
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
NY
04/25/2007 - 04/02/2015
G.RESEARCH, INC. (RYE NY)
BOTH
Issued 06/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 02/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alberto Dominguez is the right advisor for you? Invested Better is here to help.
