Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominic? Claim Your ProfileDominic Anthony Oteri is a financial advisor with over 13 years of experience in the industry. Dominic is registered with Private Advisor Group, LLC, and has been with the firm since March 2016. Previously, Dominic worked for Vanguard Marketing Corporation from August 2010 to September 2013. Dominic has a wide range of experience in financial planning, portfolio management, and investment advisory services. Dominic is a Certified Financial Planner and holds multiple licenses including Series 6, Series 7, Series 63, and Series 65. Dominic provides financial services for high net worth individuals, corporations, individuals other than high net worth, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
03/10/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
08/30/2010 - 09/18/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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