Unclaimed
Dominic Anzevino is a financial advisor with Savant Wealth Management. Dominic is a registered investment advisor representative in Illinois and Ohio. Dominic has been in the financial industry since 2008 and has experience with a variety of financial firms. Prior to joining Savant Wealth Management, Dominic was an advisor with The Retirement Planning Group, Golden Reserve RIA, LLC, Financial Engines Advisors, LLC, and TMFS Advisors, LLC. Dominic has passed the Series 7 and Series 66 exams and specializes in helping individuals, families, corporations and non-profits with financial planning, portfolio management, and pension consulting.
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
IL
12/21/2022 - Present
Savant Wealth Management (ROCKFORD IL)
OH
07/01/2010 - 12/31/2010
SYMETRA INVESTMENT SERVICES, INC. (BRUNSWICK OH)
OH
02/24/2010 - 07/07/2010
ALLSTATE FINANCIAL SERVICES, LLC (BRUNSWICK OH)
OH
10/22/2008 - 10/14/2009
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (BRUNSWICK OH)
OH
07/17/2008 - 10/28/2008
AXA ADVISORS, LLC (AKRON OH)
BOTH
Issued 09/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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