Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aviva? Claim Your ProfileAviva Pinto is a financial advisor at Wealthspire Advisors. Aviva has been in the industry for over 30 years. Aviva has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Aviva holds Series 7, 24, 63 and 65 securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
03/29/2021 - Present
Wealthspire Advisors (NEW YORK NY)
NY
10/23/2009 - 12/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
02/27/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GARDEN CITY NY)
CT
06/09/2004 - 03/03/2008
UST SECURITIES CORP. (STAMFORD CT)
NY
08/26/1999 - 07/28/2003
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
09/08/1997 - 10/06/1999
MELHADO, FLYNN & ASSOCIATES, INC. (NEW YORK NY)
NY
04/28/1994 - 05/07/1997
NEUBERGER & BERMAN, LLC (NEW YORK NY)
NY
09/29/1993 - 05/03/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
05/07/1990 - 04/27/1994
QUEST FOR VALUE DISTRIBUTORS (NEW YORK NY)
NY
05/08/1989 - 03/10/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/21/1987 - 12/10/1987
MORGAN STANLEY & CO., INCORPORATED
BOTH
Issued 10/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Aviva Pinto is the right advisor for you? Invested Better is here to help.
