Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Domenic? Claim Your ProfileDomenic Valluzzi is a financial advisor with Fidelity Personal And Workplace Advisors, a firm based in Boston, Massachusetts. Domenic is a licensed financial advisor with 2 years of experience in the industry. He holds the Series 63 and Series 66 registrations with the state of New Hampshire and is licensed in 52 states, including Texas. Domenic Valluzzi is also a registered investment advisor (IA) in New Hampshire and Texas. He specializes in providing financial advice to individuals, businesses, and charitable organizations.
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
NH
10/29/2019 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 10/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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