Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Domenic? Claim Your ProfileDomenic Fontana is a Registered Representative and Investment Advisor Representative with Avantax Advisory Services. Domenic Fontana is a licensed insurance agent and has been in the financial services industry since 2010. Domenic Fontana has Series 63 securities license. Domenic Fontana is also a Personal Financial Specialist and has experience in financial planning, pension consulting and portfolio management. Domenic Fontana is currently registered with Avantax Advisory Services in Pennsylvania.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/04/2024 - Present
Avantax Advisory Services (DALLAS TX)
Active
Inactive
Not sure Domenic Fontana is the right advisor for you? Invested Better is here to help.
