Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominic? Claim Your ProfileDominic Marco is a financial advisor registered with Schwab Wealth Advisory, Inc. Dominic is a Series 7, Series 66, and Series 9 & 10 licensed professional. He is registered in Florida and Texas and is a licensed investment advisor representative in Florida. Dominic has been in the financial services industry since 2019, and has experience with Charles Schwab & Co., Inc. and Focused Strategies Inc..
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/13/2025 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
BOTH
Issued 08/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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