Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominica? Claim Your ProfileDominica McCann is a financial advisor with over 18 years of experience in the industry. Dominica is registered as a broker-dealer and investment adviser in 53 states, and holds multiple licenses, including Series 6, 7, 63, and 65. Dominica is a Certified Financial Planner and has worked with Fidelity Personal And Workplace Advisors since 2021. Prior to joining Fidelity, Dominica was a financial advisor at Vanguard Marketing Corporation and USAA Financial Advisors, Inc. Dominica specializes in providing financial advice to individuals and businesses, and also offers educational seminars.
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.
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.
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2
NJ
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (MILLBURN NJ)
PA
03/09/2015 - 08/05/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
10/11/2013 - 02/17/2015
USAA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
PA
05/18/2007 - 09/19/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
02/25/2004 - 05/10/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
MN
07/02/2003 - 02/09/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 09/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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