Unclaimed
Dominic William Ruggerio is an investment advisor representative at Bankers Life Advisory Services, Inc. Dominic is licensed in 10 states and holds a Series 63, Series 66 and Series 7 license. Dominic has been in the industry since September 14, 2016, and specializes in retirement planning, college savings, and life insurance. Dominic is dedicated to providing personalized financial advice and investment strategies to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
03/01/2024 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 11/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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