Unclaimed
Dominick Valente is a financial advisor who has been in the industry since 2001. Dominick is currently registered with Allstate Financial Services, LLC in Westport, CT. Prior to joining Allstate, Dominick worked for several other firms including INVEST Financial Corporation, Cadaret, Grant & Co., Inc. and Touchstone Securities, Inc. Dominick is registered to sell securities in Connecticut and New York. Dominick has passed the Series 66, Series 7, and SIE exams.
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.
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.
1
2
CT
11/24/2008 - Present
Allstate Financial Services, LLC (WESTPORT CT)
CT
12/07/2005 - 10/23/2008
INVEST FINANCIAL CORPORATION (NORWALK CT)
NY
01/08/2004 - 12/08/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
OH
07/09/2001 - 02/17/2004
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
CT
09/28/2000 - 11/10/2000
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
NY
08/31/1999 - 12/03/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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