Best Investors Account Sign in

Dominick Joseph Citera

Equity Services, Inc.

Melville, NY

Claim This Profile
Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-22
NJ RA APPROVED 2010-08-05
  • NY RA
    APPROVED
    Since 2021-06-22
  • NJ RA
    APPROVED
    Since 2010-08-05

Branch Locations

225 Broadhollow Road Suite 301, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Life Group Jericho NY 06/2010 Present
Equity Services, Inc Montpelier VT 08/2010 Present
  • 06/2010 → Present
    National Life Group
    Jericho, NY
  • 08/2010 → Present
    Montpelier, VT
Previous Registrations
Other Businesses

*DOMINICK CITERA, INV. REL. ONE JERICHO PLAZA WING A-SUITE 101 JERICHO NY. INSURANCE, AGENT, 1999-PRES., 1-2 HRS/MO, NOT DUR. TRAD. HRS, I AM A BROKER FOR SEVERAL INS. COMPANIES SELLING HEALTH, LIFE, DIS., ANNUITIES, AND LTC. *BEACON BENEFITS SOLUTIONS. INV REL. LIFE, DIS, LTC INS. FNCL ADVISOR. 10/2012-CURRENT. AVG 40 HRS/MO. DURING TRADE HRS. *AMERITAS LIFE. INV REL. GROUP LIFE INS/TERM FOR COMPANY WITH 17-20 EMPLOYEES. AGENT/SALES REP. MARCH 2015. 2 HRS/MO. DURING TRADE HRS. *WEALTHBRIDGE FINANCIAL GROUP. ONE JERICHO PLAZA WING A-SUITE 101 JERICHO NY. INV REL. INSURANCE SALES. SALES AGENT. FEB 2015-CURRENT. 160 HRS/MO. DURING TRADE HRS. *MERCEDES-BENZ CLUB OF AMERICA. 1907 LELARAY ST, COLORADO SPRINGS, CO. NOT INV REL. CAR CLUB, SHOWS AND EVENTS. BOARD OF DIRECTORS. FEB 2014. 8 HRS/MO. NOT DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-18
S63 Uniform Securities Agent State Law Examination 1992-04-02
  • S65 Uniform Investment Adviser Law Examination
    1999-08-18
  • S63 Uniform Securities Agent State Law Examination
    1992-04-02

View on SEC IAPD

More in Melville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor