Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominick? Claim Your ProfileDominick Passannante is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Dominick has been in the industry since August 2018. Dominick is licensed to provide investment advice in 53 states. Dominick holds the Series 7, 9, 10, 66 licenses and the SIE certification. Dominick can assist individuals, businesses, investment companies, pension plans, and insurance companies. Dominick can provide investment advisory services, including portfolio management and allocation modeling, as well as educational seminars and research reports.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
09/17/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROLLING MEADOWS IL)
BOTH
Issued 08/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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