Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominic? Claim Your ProfileDominic Privitera is a financial advisor with over 17 years of experience in the financial services industry. Dominic has a broad range of experience, having worked with firms such as LPL Financial, Woodbury Financial Services, American Portfolios Financial Services, and Purse Kaplan Sterling Investments. Currently, Dominic is registered with Cambridge Investment Research Advisors, Inc. and is a Certified Financial Planner. Dominic is dedicated to providing personalized financial guidance to individuals and families in the Hauppauge, New York area. Dominic has a proven track record of helping clients achieve their financial goals and is committed to building long-term relationships based on trust and integrity.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
05/07/2024 - Present
Cambridge Investment Research Advisors, Inc. (Hauppauge NY)
NY
03/18/2022 - 05/07/2024
LPL FINANCIAL LLC (HAUPPAUGE NY)
NY
10/27/2014 - 03/22/2022
WOODBURY FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
10/27/2011 - 10/29/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
08/25/2009 - 08/31/2011
PURSHE KAPLAN STERLING INVESTMENTS (HAUPPAUGE NY)
NY
12/14/2006 - 08/04/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
IA
Issued 01/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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