Unclaimed
Dominic I Myers is a financial advisor with Cetera Investment Advisers LLC. Dominic has been in the industry since March 19, 2006 and has a broad range of experience and expertise in the financial services industry. Dominic is a registered representative in California and Texas. Dominic holds Series 6, 7, 63 and 65 licenses and has completed the SIE exam. Dominic provides financial planning, pension consulting, educational seminars, and portfolio management services to a variety of clients.
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.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
08/08/2016 - 05/18/2022
INDEPENDENT FINANCIAL GROUP, LLC (San Diego CA)
CA
07/21/2006 - 08/18/2016
LPL FINANCIAL LLC (OCEANSIDE CA)
CA
03/20/2006 - 07/25/2006
TOWER SQUARE SECURITIES, INC. (OCEANSIDE CA)
IA
Issued 3/7/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 3/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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