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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominick? Claim Your ProfileDominick Moscardelli is an investment advisor representative with Fidelity Personal And Workplace Advisors. Dominick is based in ST. LOUIS, MO and has been working in the financial services industry since 2015. Dominick holds multiple licenses and certifications, including Series 63, 66, 7, 9, and 10. In addition to working with Fidelity, Dominick has previously worked for Charles Schwab, TD Ameritrade, and Scottrade. Dominick's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Dominick specializes in financial planning, portfolio management, and selection of other advisors.
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
MO
05/22/2023 - Present
Fidelity Personal AND Workplace Advisors (ST. LOUIS MO)
MO
01/26/2022 - 02/24/2023
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
08/01/2018 - 02/24/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
11/03/2017 - 07/13/2018
CHARLES SCHWAB & CO., INC. (CHESTERFIELD MO)
MO
09/08/2015 - 10/31/2017
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 12/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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