Unclaimed
Dominic Reinerio is a wealth advisor with Osaic Wealth, Inc. Dominic is a financial professional with over 17 years of experience. Dominic has a comprehensive understanding of financial planning and investment strategies, and is committed to providing personalized advice to help clients achieve their financial goals. Prior to joining Osaic Wealth, Dominic worked at Woodbury Financial Services, Inc. and SII Investments, Inc., where he gained experience in a variety of financial services areas. Dominic is a registered representative and investment advisor representative, and holds Series 7, Series 24, Series 66, Series 99TO and SIE licenses. Dominic also has expertise in insurance sales and tax management services, and is a partner in Tenacity Advisory Group, Inc. Dominic is dedicated to providing clients with high-quality financial advice and services, and strives to build long-term relationships based on trust and mutual respect.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (WRIGHTSTOWN WI)
WI
10/25/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DE PERE WI)
WI
10/24/2006 - 10/26/2017
SII INVESTMENTS, INC. (DEPERE WI)
CA
10/24/2006 - 08/07/2017
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
08/25/2005 - 08/07/2017
INVESTMENT CENTERS OF AMERICA, INC. (ASHLAND WI)
BOTH
Issued 04/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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