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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Domini? Claim Your ProfileDomini Allison is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Domini has been in the financial services industry since 2012. Domini is licensed to provide investment advice in Pennsylvania. Domini's current role is as an Advisory Rep of a RIA, along with an Independent Insurance Agent. Domini also holds a budget manager position for a non-profit organization, Erie Police Athletic League. Domini provides financial planning, pension consulting, educational seminars, market timing services and selection of other advisors. Domini has also worked with Lincoln Investment, PNC Funds Distributor, LLC and PNC Investments.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
07/01/2019 - Present
Cambridge Investment Research Advisors, Inc. (Camp Hill PA)
PA
10/20/2017 - 07/02/2019
LINCOLN INVESTMENT (ERIE PA)
PA
09/04/2015 - 10/30/2017
PNC FUNDS DISTRIBUTOR, LLC (Erie PA)
PA
02/11/2013 - 09/18/2013
PNC INVESTMENTS (ERIE PA)
FL
08/06/2010 - 12/14/2012
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
BOTH
Issued 08/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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