Unclaimed
Dominic Joseph Cozzetto is an investment advisor representative with Mariner Wealth and has been in the industry for more than 20 years. Dominic is registered with the state of California and has earned the Chartered Financial Analyst designation. Dominic also serves as a member of the investment committee for Goodwill Industries of Orange County, a non-profit organization dedicated to economic empowerment.
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.
Family office services
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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CA
03/01/2022 - Present
Mariner Wealth (LOS ANGELES CA)
IA
Issued 09/28/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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