Unclaimed
Dominic Palmer is a financial advisor with Cetera Investment Advisers LLC, with an office in Newark, Delaware. Dominic has been in the financial industry for more than a year. He has a Series 66 license and is registered with the state of Delaware. Dominic has a strong background in financial services and specializes in providing financial advice to individuals, businesses, and corporations. He provides a range of services, including financial planning, pension consulting, educational seminars, and portfolio management. Prior to joining Cetera Investment Advisers LLC, Dominic was a Senior Service Associate at Diamond State Financial Group.
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
DE
09/05/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
07/05/2022 - 05/23/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
BOTH
Issued 6/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/5/2022
Series 7TO - General Securities Representative Examination
BC
Issued 3/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Dominic Palmer is the right advisor for you? Invested Better is here to help.