Unclaimed
Domenic Matthew Dipiero is a financial advisor with over 18 years of experience in the industry. Domenic is currently registered with Newport Capital Group, LLC and has previously held positions at NRP FINANCIAL, INC. and WALNUT STREET SECURITIES, INC. He is a Registered Representative and Investment Advisor Representative in several states including Florida, New Jersey, and Texas. Domenic holds a Series 66 license and is also a Principal with Series 14 and Series 24 licenses. He specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
12/21/2011 - Present
Newport Capital Group, LLC (RED BANK NJ)
NJ
10/23/2009 - 11/29/2010
NRP FINANCIAL, INC. (RED BANK NJ)
NJ
10/28/2004 - 10/30/2009
WALNUT STREET SECURITIES, INC. (RED BANK NJ)
FL
03/19/2004 - 06/07/2004
INVESTACORP, INC. (MIAMI FL)
BOTH
Issued 04/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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