Unclaimed
Dominique Eisen is a registered representative with Wells Fargo Clearing Services, LLC. Dominique holds a Series 7 and Series 66 license. Dominique has worked in the financial services industry since August 2018. Prior to joining Wells Fargo Clearing Services, LLC, Dominique was a financial advisor at Edward Jones. Dominique is currently registered in Oregon, Texas and Washington. Dominique specializes in providing investment advisory services to individuals, businesses and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
WA
04/19/2024 - Present
Wells Fargo Clearing Services, LLC (VANCOUVER WA)
WA
08/29/2018 - 04/22/2024
EDWARD JONES (VANCOUVER WA)
BOTH
Issued 11/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dominique eisen Dela cruz is the right advisor for you? Invested Better is here to help.