Unclaimed
Dominic Anthony Bova is a financial advisor currently registered with Ritholtz Wealth Management. Dominic has been in the financial services industry since 2016. Dominic holds both Series 63 and Series 65 licenses and is also a Certified Financial Planner. Dominic has a long history of employment in the financial services industry working with multiple firms including LPL Financial LLC, RBC Capital Markets, LLC and Vanguard Marketing Corporation. Dominic's specializations include Portfolio management for individuals, Portfolio management for businesses, Selection of other advisers, Financial planning, and Pension consulting.
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.
Good advice; liftoff - automated advisory services
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
NY
03/29/2024 - Present
Ritholtz Wealth Management (NEW YORK NY)
PA
08/16/2021 - 08/17/2022
LPL FINANCIAL LLC (COLMAR PA)
PA
11/19/2019 - 08/10/2021
RBC CAPITAL MARKETS, LLC (CONSHOHOCKEN PA)
PA
11/06/2018 - 11/20/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 07/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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