Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominic? Claim Your ProfileDominic Rafetto is a registered investment advisor representative with Eagle Strategies LLC. Dominic is also registered in New York and Pennsylvania. Dominic has been in the securities industry since April 10, 2012. Dominic holds the Series 63, 66, 7, 24, and 53 licenses, along with the SIE. Dominic has experience working with insurance companies, individuals, charitable organizations, corporations, and other businesses. Dominic can provide financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and publication of periodicals.
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.
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
NY
03/11/2016 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
PA
03/29/2012 - 06/13/2012
SECURIAN FINANCIAL SERVICES, INC. (MEDIA PA)
BOTH
Issued 1/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/8/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/24/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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