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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominic? Claim Your ProfileDominic Levato is a financial advisor at Fidelity Personal And Workplace Advisors. Dominic has been in the financial services industry since 2006. Dominic specializes in providing financial advice to individuals and businesses. Dominic is registered with the state of Illinois and Texas.
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.
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.
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2
IL
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (GENEVA IL)
IL
06/15/2017 - 04/05/2024
CITIGROUP GLOBAL MARKETS INC. (ST. CHARLES IL)
IL
05/10/2014 - 04/14/2016
J.P. MORGAN SECURITIES LLC (BLOOMINGDALE IL)
IL
12/05/2007 - 02/22/2010
CHASE INVESTMENT SERVICES CORP. (BLOOMINGDALE IL)
IL
12/20/2006 - 03/08/2007
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
01/18/2006 - 09/29/2006
FIRST INVESTORS CORPORATION (LOMBARD IL)
IA
Issued 06/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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