Unclaimed
Dominic Anthony Fiorello is a registered representative at Cadaret, Grant & CO., Inc. and has been in the industry since February 14, 2013. Dominic Anthony Fiorello is also an investment advisor representative and holds Series 6, 7TO, 63 and 66 licenses. Dominic Anthony Fiorello has experience in various financial services roles, including working with Allstate Insurance Company, Bldg 6035 LLC, and Anthony Falso Agency. Dominic Anthony Fiorello is affiliated with Cadaret, Grant & CO., Inc. which is headquartered in Syracuse, NY and manages over 6.87 billion dollars in client assets.
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
NY
07/24/2024 - Present
Cadaret, Grant & CO., Inc. (East Syracuse NY)
NY
09/01/2011 - 10/05/2022
ALLSTATE FINANCIAL SERVICES, LLC (CLAY NY)
BOTH
Issued 07/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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