Unclaimed
Vincent Dedominicis is a Registered Representative with Accurate Wealth Management, LLC. Vincent is a financial professional with experience in providing financial advice and services. Vincent has held prior positions with Northwestern Mutual Investment Services, LLC and SENTINEL ASSET MANAGEMENT, LLC. Vincent has a strong background in the financial services industry. Vincent holds the Series 65, Series 6TO, and SIE licenses. Accurate Wealth Management, LLC is a firm that provides financial planning and investment advisory services to individuals, high-net-worth individuals, and corporations. Accurate Wealth Management, LLC has a total of 3855 accounts with assets under management of $780,485,662.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
11/28/2023 - Present
Accurate Wealth Management, LLC (Wesley Chapel FL)
CT
09/27/2022 - 12/01/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
IA
Issued 04/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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