Unclaimed
Marlene Drori Domini is a financial advisor who has been working in the industry since October 3, 1987. Marlene holds a Series 63 and 65 licenses and has earned the Certified Financial Planner designation. Marlene's experience includes working with Wells Fargo Advisors Financial Network, LLC. Marlene also has previous experience working with UBS PaineWebber Inc., Barnett Investments, Inc., and Kidder, Peabody & Co. Incorporated. Marlene is registered with FINRA and the state of Florida.
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
FL
09/13/2024 - Present
Wells Fargo Advisors Financial Network, LLC (JACKSONVILLE BEACH FL)
NJ
07/19/1999 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
FL
09/01/1993 - 03/17/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
04/23/1985 - 07/24/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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