Invested Better
Unclaimed

Unclaimed

Unclaimed

Dominic Giovanni Rafetto

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dominic? Claim Your Profile

About Dominic Giovanni Rafetto

Dominic Giovanni Rafetto is an investment advisor representative with Eagle Strategies LLC. Dominic Rafetto has been in the securities industry since April 10, 2012. Dominic Rafetto has passed the Series 7, Series 63, Series 24, Series 53, and Series 66 exams. Dominic Rafetto is registered in New York and Pennsylvania. Dominic Rafetto is a member of FINRA and is also registered with the state of New York. Dominic Rafetto's office is located at 44 South Broadway, WHITE PLAINS, NY 10601. Dominic Rafetto is also registered with Securian Financial Services, Inc.. In addition to being an investment advisor representative, Dominic Rafetto also owns rental properties.

Firm Information

Dominic Rafetto is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dominic Rafetto’s Registration & Firm History

NY

03/11/2016 - Present

Eagle Strategies LLC (WHITE PLAINS NY)

PA

03/29/2012 - 06/13/2012

SECURIAN FINANCIAL SERVICES, INC. (MEDIA PA)

Not sure if Dominic Giovanni Rafetto is right for you?

Licenses & Designations

BOTH

Issued 01/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/20/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dominic Giovanni Rafetto.
Not sure if Dominic Giovanni Rafetto is right for you?