Dominick Panetta is a CFP-designated registered investment advisor, based in Albany, NY, with 38 years of industry experience.
Location
2020 Western Ave, Albany, NY, 12203
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dominick is the owner of Generations Planning Group, LLC, providing insurance and securities guidance, sales, and service to clients, which takes up nearly all of his time. He also sells fixed insurance products, including term life, annuities, and long-term care, through Highland Capital Brokerage and Advisors Insurance Brokers.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Ws Griffith Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Key Investments INC.Broker
Independent Financial Securities, INC.Broker
Key Brokerage Company, INC.Broker
First Albany CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.