Unclaimed
Dale Dominick is an investment advisor representative with Newedge Advisors. Dale has been in the financial industry since 2005. Dale is registered with Financial Industry Regulatory Authority (FINRA) and has held registrations with several other firms, including Financial Network Investment Corporation and Yanni, Bilkey Investment Consulting Company. Dale has held both Series 7 and Series 66 licenses, among others. Dale holds a Series 66 license, which allows them to advise clients on securities and provide investment advice. Dale specializes in financial planning, portfolio management, and selection of other advisors. Dale is also a board member at Pittsburgh Cares.
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.
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
PA
11/01/2021 - Present
Newedge Advisors (PITTSBURGH PA)
PA
06/04/2007 - 04/04/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (WASHINGTON PA)
PA
10/12/1994 - 06/05/1996
YANNI, BILKEY INVESTMENT CONSULTING COMPANY (PITTSBURGH PA)
BOTH
Issued 06/15/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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