Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilbert? Claim Your ProfileWilbert Dominguez is a financial advisor with Wells Fargo Clearing Services, LLC. Wilbert has been in the industry since 2013. Wilbert's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Wilbert is registered with FINRA as a Registered Representative and holds the Series 7, Series 66 and SIE licenses. Wilbert is also registered as an Investment Advisor Representative in California and Texas. Wilbert provides financial planning, pension consulting, and investment consulting services to institutional clients.
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
CA
10/24/2022 - Present
Wells Fargo Clearing Services, LLC (SAN LUIS OBISPO CA)
CA
06/14/2019 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OXNARD CA)
CA
01/02/2018 - 05/23/2019
WELLS FARGO CLEARING SERVICES, LLC (PORT HUENEME CA)
CA
01/03/2011 - 03/15/2013
WELLS FARGO ADVISORS, LLC (SANTA PAULA CA)
CA
11/27/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA PAULA CA)
BOTH
Issued 01/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
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
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