Unclaimed
Dominic Todarello is a financial advisor at Kestra Advisory Services, LLC. Dominic has been a registered representative for over 30 years, and has been providing financial advice since 1990. Dominic is a Series 6, 63, and 65 licensed advisor and has experience working with individuals, families, and businesses. Dominic works with clients to create customized financial plans that meet their specific needs.
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.
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
NJ
04/26/2016 - Present
Kestra Advisory Services, LLC (HOWELL NJ)
IN
12/08/2003 - 11/04/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/08/2003 - 11/04/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/01/1992 - 12/05/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
07/09/1990 - 12/06/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/09/1990 - 12/06/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 12/26/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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