Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cari? Claim Your ProfileCari Domask is a financial advisor with Commonwealth Financial Network in Adell, WI. Cari has been in the financial services industry since March 2014. Cari holds the Series 6, Series 63 and Series 65 licenses. Cari has also passed the SIE exam. Cari has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Cari is a registered representative of Commonwealth Financial Network and an investment advisor representative of Commonwealth Financial Network. Commonwealth Financial Network provides a range of financial services, including financial planning, portfolio management, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
11/08/2021 - Present
Commonwealth Financial Network (Adell WI)
WI
03/13/2014 - 11/16/2021
PRINCIPAL SECURITIES, INC. (Adell WI)
IA
Issued 04/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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