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Account Access

 

Principal Financial Group®

Albridge

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Wealthscape

 

Principal Securities Form CRS Customer Relationship Summary

Dominic Pellicano is licensed in AL, AR, AZ, CA, CT, DC, FL, GA, IA, ID, KY, MA, MD, MI, NC, NH, NJ, OH, OR, PA, SC, TX, VA, VT, and WV to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MT, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, and WV.

Jonathan Donatelli is licensed in AR, AZ, CA, CT, DE, FL, GA, MA, MD, MT, NC, NH, NJ, NY, OH, PA, SC, TX, and VA to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, and WV.

Melissa Bertrand is licensed in CA, DC, MD, NC, NH, NY, PA, and VA to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CA, DC, FL, IN, MA, MD, NC, NH, NY, OH, RI, SC, TX, VA, and WV

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Dominic Pellicano, Jonathan Donatelli, and Melissa Bertrand may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Dominic Pellicano, Jonathan Donatelli, and Melissa Bertrand that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized invest advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative or any financial institution they represents, contact your state securities law administrator.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., Member SIPC.  Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.  Dominic Pellicano, Jonathan Donatelli, and Melissa Bertrand, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisors.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck