Unclaimed
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.
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.
1
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 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
Active
Inactive
F
FINRA
Not sure Dominic Rafetto is the right advisor for you? Invested Better is here to help.