Unclaimed
Jonathan Dominy is a financial advisor with Alliancebernstein LP in Cleveland, Ohio. Jonathan has been in the financial industry since May 2005. Jonathan has been a registered representative with PNC Capital Markets LLC, PNC Funds Distributor, LLC, Invesco Distributors, Inc., Invesco Capital Markets, Inc., and McDonald Investments Inc. Jonathan's registrations are currently active in Alabama, Michigan, North Carolina, Ohio, and Pennsylvania. Jonathan holds the Series 66, Series 7, and SIE licenses. Jonathan is also a Chartered Financial Analyst.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
05/13/2022 - Present
Alliancebernstein LP (CLEVELAND OH)
OH
05/13/2020 - 05/10/2022
PNC CAPITAL MARKETS LLC (CLEVELAND OH)
OH
09/11/2014 - 12/31/2019
PNC FUNDS DISTRIBUTOR, LLC (CLEVELAND OH)
IL
06/01/2010 - 06/18/2014
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
09/21/2006 - 06/18/2014
INVESCO CAPITAL MARKETS, INC. (DOWNERS GROVE IL)
OH
02/02/2005 - 08/17/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 09/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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