Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominick? Claim Your ProfileDominick McPeake is a financial advisor who has been in the industry since 2005. He is currently registered with Lord, Abbett & Co. LLC, a firm with a strong track record of providing investment advice to a diverse clientele. His past experience includes roles at Curian Clearing, LLC, Jackson National Life Distributors LLC, WM Financial Services, Inc., and InterSecurities, Inc. Dominick McPeake holds the Series 6, 7, 24, 63, and 65 licenses, demonstrating his breadth of knowledge and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
11/30/2015 - Present
Lord, Abbett & Co. LLC (Walnut Creek CA)
CO
06/15/2011 - 09/15/2015
CURIAN CLEARING, LLC (DENVER CO)
TN
01/12/2007 - 06/16/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CO
10/24/2005 - 01/08/2007
WM FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
FL
02/14/2005 - 08/30/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 03/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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