Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominick? Claim Your ProfileDominick Richard Matteo is a financial advisor with Wealthspire Advisors. Dominick has been in the industry for over 21 years and holds the Series 65 license. He is a Certified Financial Planner (CFP®). Dominick is currently registered as an Investment Advisor Representative in New York.
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.
Helps you choose top advisors aligned with your financial goals.
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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NY
06/14/2021 - Present
Wealthspire Advisors (NEW YORK NY)
IA
Issued 08/12/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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