Invested Better
Educational Seminars & Workshops Advisors in California
43,069 Results
Unclaimed

J.p. Morgan Securities LLC

location

LOS ANGELES, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Anthony Bruno is a registered investment advisor with over 3 years of experience in the financial services industry. Dominic has a Series 7, Series 66, and SIE licenses and is registered in multiple states including California, Texas, and others. Dominic is currently employed by J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Dominic has previously worked for First Republic Securities Company, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

SAN DIEGO, CA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dominic I Myers is an Investment Advisor Representative with Cetera Investment Advisers LLC, and has been in the financial industry since 2006. Dominic has a strong background in retirement planning and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Dominic is also a licensed financial advisor in California and Texas. Dominic has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. In addition to providing financial advice, Dominic also offers financial education seminars to the public.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Emerson Equity LLC

location

SAN MATEO, CA

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Dominic Julio Baldini is a registered investment advisor with over 20 years of experience in the financial industry. Dominic currently works at Emerson Equity LLC, a firm specializing in providing a variety of financial services including portfolio management for individuals, businesses, and investment companies. Dominic has held previous positions at SHARESPOST FINANCIAL CORPORATION and PACIFIC COAST SECURITIES LLC. Dominic is registered in numerous states and holds a variety of professional designations. Dominic's experience and expertise make him a valuable resource for individuals and businesses seeking financial advice.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Irvine, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Stephen Pincin is a financial advisor at Raymond James Financial Services Advisors, Inc. Dominic has been in the industry since 2024. His primary registration is with the state of California. He is a Series 7, 66, and SIE licensed representative. Dominic specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. Dominic is also associated with Legacy Wealth Management, LLC as a support company associate/employee in Brea, California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Concurrent Investment Advisors, LLC

location

San Diego, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Lawrence Repetti is an investment advisor representative with Concurrent Investment Advisors, LLC. Dominic has over 20 years of experience in the financial industry. Prior to joining Concurrent Investment Advisors, Dominic was with Raymond James Financial Services, Inc. and Wells Fargo Advisors, LLC. Dominic is registered to provide investment advice in Arizona, California, Illinois, Kentucky, Missouri, Nevada, Pennsylvania, Texas, and Wisconsin. Dominic holds the Series 7, Series 63, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

IRVINE, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Patrick Mestakides is a financial advisor registered with Wells Fargo Clearing Services, LLC. Dominic holds a Series 63, Series 6TO and SIE license. Dominic is located in Irvine, California and has been in the industry for less than one year.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Citigroup Global Markets Inc.

location

SAN FRANCISCO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Cheuk him Lee is a registered representative of Citigroup Global Markets Inc. Dominic Lee has been in the industry since August 17, 2016 and holds a Series 6, 7, 31, 63, and 66 license. Dominic Lee has experience with J.P. Morgan Securities LLC and Clarity Wealth Advisors. Dominic Lee is licensed in all states except for New York and Rhode Island. Dominic Lee offers investment advisory services through Citigroup Global Markets Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

T. Rowe Price Associates, Inc.

location

San Francisco, CA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Dominic O'Donovan is a registered investment advisor representative with T. Rowe Price Associates, Inc. Dominic has been in the financial services industry since 2009 and has experience working with individuals, investment companies, pooled investment vehicles, corporations, state or municipal government entities, sovereign wealth funds, and foreign official institutions. Dominic is a Series 66, Series 7 and Series 7TO licensed professional.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Camarillo, CA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dominic V Pino is a registered representative with Edward Jones. Dominic has been in the industry since 2021 and is licensed in California and Texas. Dominic is also a registered investment advisor representative in Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

MISSION VIEJO, CA

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Dominic Edward Liuzzi is a financial advisor with over 30 years of experience in the financial services industry. Dominic is a registered representative of Raymond James Financial Services Advisors, Inc. and has been with the firm since 2009. Dominic has a wide range of experience in providing financial advice to individuals, families, and businesses. Dominic is a highly qualified and experienced advisor who can help you reach your financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS

Need help matching

with the right advisor?