Unclaimed
Domenick Anthony Valore is a financial professional with over 20 years of experience in the industry. Domenick is currently registered with Innovation Partners LLC and is licensed in Florida, Georgia, and Pennsylvania. Domenick was previously registered with Avantax Investment Services, Inc. Domenick specializes in providing consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management. Domenick holds the Series 6, Series 26, and Series 63 licenses. Domenick's office is located at 1100 Summit Dr in Greensburg, 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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
PA
07/08/2021 - Present
Innovation Partners LLC (Greensburg PA)
PA
11/20/1998 - 07/13/2021
AVANTAX INVESTMENT SERVICES, INC. (GREENSBURG PA)
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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