Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Fratello Dominici is a Certified Financial Planner™ professional with Creative Planning. Connor has been in the financial industry for several years and has a diverse background. Connor has experience working in a variety of industries, including education, retail, and fitness. Connor holds a Series 65 license and a SIE license. Connor is dedicated to providing personalized financial planning and investment advice to individuals, families, and businesses.
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.
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CA
08/29/2022 - Present
Creative Planning (Santa Clarita CA)
IA
Issued 08/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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