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Dominic Daluga is an investment advisor representative at Cetera Investment Advisers LLC. Dominic has been in the industry for over 2 years. Dominic holds Series 7TO, SIE, Series 63 and Series 65 licenses. Dominic is registered to provide investment advice in Florida and Illinois. Dominic has experience working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Dominic provides financial planning, portfolio management for businesses, portfolio management for individuals, educational seminars, selection of other advisors, and pension consulting services. In addition to working as an investment advisor representative, Dominic is also a co-owner of Good Tax Solutions, Inc. and a board member of Good Insurance, 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.
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.
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2
FL
09/18/2024 - Present
Cetera Investment Advisers LLC (WINTER GARDEN FL)
IA
Issued 08/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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