Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Giovanello is an investment advisor representative with LPL Financial LLC. Don has been in the industry since December 2010. Don holds licenses to offer securities in 29 states. Don specializes in providing financial planning and investment advice to individuals, corporations and high-net-worth individuals. Don is also registered as an investment advisor representative in New Jersey and Texas. Don has a wide range of experience in the financial industry and can assist with a variety of financial needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
09/23/2024 - Present
LPL Financial LLC (MORRISTOWN NJ)
NJ
12/09/2010 - 05/18/2016
LPL FINANCIAL LLC (MORRISTOWN NJ)
BOTH
Issued 07/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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