Unclaimed
Dominic Depaul Trupiano is an investment advisor representative for Onedigital Investment Advisors. Dominic has been a registered investment advisor representative since January 2022. Prior to that, Dominic was registered with R.T. Jones Capital Equities, Inc. and Northwestern Mutual Investment Services, LLC. Dominic has passed the Series 6, Series 63 and Series 65 exams. Dominic's areas of specialization include Retirement Planning, College Savings, Estate Planning and Insurance.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MO
01/26/2022 - Present
Onedigital Investment Advisors (Clayton MO)
MO
11/23/2010 - 08/22/2011
R.T. JONES CAPITAL EQUITIES, INC. (ST. LOUIS MO)
MO
07/08/2010 - 11/02/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)
IA
Issued 02/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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