Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominic? Claim Your ProfileDominic D'amico is a financial advisor registered with Osaic Wealth, Inc. Dominic has been in the financial services industry since September 1992. Dominic is licensed in California, Florida, Minnesota, New York, North Carolina, and Ohio. Dominic also holds the Series 6, Series 7, Series 63, and Series 65 securities licenses. Dominic offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Dominic is also a partner at Ivan & D'amico CPAs.
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
OH
11/02/2018 - Present
Osaic Wealth, Inc. (PARMA OH)
OH
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (PARMA OH)
OH
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PARMA OH)
OH
01/20/1994 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (PARMA OH)
CT
10/15/1993 - 03/01/1994
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/24/1993 - 10/15/1993
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
09/03/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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