Unclaimed
Domarina Awdow is a financial advisor with Fidelity Personal and Workplace Advisors. Domarina has been in the financial industry since 2008 and has a wide range of experience, having previously worked at Merrill Lynch, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Quest Capital Strategies, Inc. Domarina is registered to provide investment advisory services in California and Texas and is a registered representative in 51 states. Domarina offers a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, and educational seminars.
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.
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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2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
05/21/2015 - 10/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)
CA
10/01/2012 - 08/13/2013
J.P. MORGAN SECURITIES LLC (MODESTO CA)
CA
09/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OAKDALE CA)
CA
08/02/2010 - 07/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)
CA
03/05/2007 - 10/31/2008
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TX
01/21/2004 - 03/28/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
12/03/2001 - 04/05/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
07/12/1999 - 09/27/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/08/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 09/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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