Dominic Rafetto (CRD# 5991398) is an Investment Advisor Representative working at Eagle Strategies LLC in White Plains, NY and has over 10 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | New York, NY | Mar 2016 - Current | 7 |
| Nylife Securities LLC | Horsham, PA | Jun 2012 - Current | 11 |
| New York Life Insurance Company | Horsham, PA | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- NY
- PA
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Total Assets Under Management16,667MILLIONS
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Total Number of Accounts87,580ACCOUNTS
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Average Account Value$190,309
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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