Unclaimed
Dominic Reynolds Poshedley is an investment advisor representative with LPL Financial LLC and has been in the industry since October 1, 2020. Dominic is registered with the state of Ohio and has the Series 66, Series 7TO, Series 99TO and SIE licenses. Dominic works out of the LPL Financial LLC office in Strongsville, Ohio. Dominic provides financial planning, consulting, and other non-discretionary advisory services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/29/2022 - Present
LPL Financial LLC (STRONGSVILLE OH)
BOTH
Issued 08/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Dominic Poshedley is the right advisor for you? Invested Better is here to help.