Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa maria chiara? Claim Your ProfileElisa maria chiara Peduto is a Registered Representative and Investment Advisor Representative with Wealthpenn.comllc. Elisa maria chiara Peduto has been working in the financial industry since September 2021. Elisa maria chiara Peduto is registered with FINRA as a Registered Representative and has passed the Series 7TO, SIE, and Series 66 exams. Elisa maria chiara Peduto is also registered with the state of California as an Investment Advisor Representative. Wealthpenn.comllc is a large firm with over $10 billion to $50 billion in assets under management. The firm specializes in portfolio management for individuals, businesses, and investment companies. Wealthpenn.comllc also offers financial planning, pension consulting, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
11/01/2024 - Present
Morgan Stanley (San Jose CA)
BOTH
Issued 12/7/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 5/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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