Unclaimed
Domenic Cagliuso is a financial advisor at Osaic Institutions, Inc. with over 20 years of experience in the industry. Domenic has held various positions with several financial institutions, including INFINEX INVESTMENTS, INC. and FINANCIAL NETWORK INVESTMENT CORPORATION. Domenic is a registered representative and holds Series 63 and Series 7 licenses. Domenic specializes in providing financial planning, portfolio management and educational seminars for individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
04/16/2024 - Present
Osaic Institutions, Inc. (JOHNSTOWN PA)
PA
01/13/2021 - 04/26/2022
INFINEX INVESTMENTS, INC. (JOHNSTOWN PA)
PA
07/19/2010 - 03/01/2019
INFINEX INVESTMENTS, INC. (JOHNSTOWN PA)
PA
05/06/2003 - 07/10/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (JOHNSTOWN PA)
PA
09/16/2002 - 05/12/2003
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
WI
12/12/1997 - 10/06/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
PA
11/08/1996 - 01/01/1998
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
NE
02/14/1995 - 11/07/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
MA
10/01/1994 - 02/06/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
06/18/1993 - 08/18/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/05/1992 - 05/13/1993
F.N. WOLF & CO., INC.
IA
Issued 06/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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