Unclaimed
Dominick Guiseppone-zucconi is a registered investment advisor representative with Hub Investment Partners, LLC. Dominick has over 6 years of experience in the financial services industry. Dominick holds Series 6, 7, 63, 65 and SIE licenses. Prior to joining Hub Investment Partners, LLC, Dominick was registered with Equitable Advisors, LLC and J.P. Morgan Securities LLC. Dominick specializes in working with high-net-worth individuals, corporations, and state or municipal government entities. Dominick provides a range of services, including financial planning, portfolio management, and pension consulting.
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.
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.
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2
TX
07/27/2024 - Present
HUB Investment Partners, LLC (AUSTIN TX)
TX
10/20/2017 - 04/05/2021
EQUITABLE ADVISORS, LLC (SAN ANTONIO TX)
TX
03/25/2013 - 07/26/2013
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
IA
Issued 07/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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