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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Domenica? Claim Your ProfileDomenica Leitner is a financial advisor with Cetera Investment Advisers LLC. Domenica has been in the industry since 2000 and holds Series 7, Series 31, Series 63, and Series 65 licenses. Domenica has previously worked with LPL FINANCIAL LLC, INDEPENDENT FINANCIAL GROUP, LLC, TRANSAMERICA CAPITAL, INC., DIRECTED SERVICES LLC, and MORGAN STANLEY DW INC.. Domenica specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies.
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.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
PA
06/16/2014 - 09/11/2018
LPL FINANCIAL LLC (PHILADELPHIA PA)
PA
10/21/2013 - 04/21/2014
INDEPENDENT FINANCIAL GROUP, LLC (JENKINTOWN PA)
CO
11/12/2008 - 07/11/2013
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
06/04/2002 - 09/17/2008
DIRECTED SERVICES LLC (WEST CHESTER PA)
NY
10/27/1999 - 05/28/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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